IFG Advisory’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

IFG Advisory’s Portfolio IBDM Stock Details IBDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-20,854	Closed	-$518K	–	524
2021 Q1	$518K	Sell	20,854 -2,560	-11%	-$63.7K	0.06%	290
2020 Q4	$583K	Buy	23,414 +4,607	+24%	+$115K	0.08%	240
2020 Q3	$471K	Buy	18,807 +5,287	+39%	+$133K	0.08%	243
2020 Q2	$340K	Buy	13,520 +4,705	+53%	+$118K	0.06%	284
2020 Q1	$217K	Sell	8,815 -345	-4%	-$8.56K	0.05%	327
2019 Q4	$228K	Buy	9,160 +355	+4%	+$8.87K	0.04%	371
2019 Q3	$220K	Buy	+8,805	New	+$219K	0.04%	372

Other funds holding IBDM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFG Advisory's IBDM Position: Q2 2021 in Review

IFG Advisory sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q2 2021, closing a stake of 20,854 shares — an estimated $518K sold.

IFG Advisory first reported a position in IBDM in Q3 2019 and held it in 7 quarters. The position peaked at $583K in Q4 2020. 195 funds tracked by Wall St. Rank hold IBDM as of Q2 2021.

IFG Advisory reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q2 2021 after selling out during the quarter.
IFG Advisory sold 20,854 iShares iBonds Dec 2021 Term Corporate ETF shares in Q2 2021, an estimated $518K.
IFG Advisory first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2019 and held it in 7 quarters.
IFG Advisory's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $583K in Q4 2020.
195 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q2 2021.

Based on IFG Advisory's 13F filing for Q2 2021, filed 21 Jul 2021.