IA
IBDM

IFP Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

IFP Advisors’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
Q1 		– Sell
-170
Closed -$4.23K – 3372
2020
Q4 		$4K Hold
170
– – ﹤0.01% 2457
2020
Q3 		$4K Hold
170
– – ﹤0.01% 2313
2020
Q2 		$4K Hold
170
– – ﹤0.01% 2215
2020
Q1 		$4K Buy
+170
New +$4.22K ﹤0.01% 2202
2019
Q4 		– Sell
-3,116
Closed -$78K – 3341
2019
Q3 		$78K Buy
+3,116
New +$77.7K 0.01% 1179
2019
Q1 		$100K Sell
4,036
-24,244
-86% -$595K 0.01% 688
2018
Q4 		$688K Buy
28,280
+3,382
+14% +$82K 0.04% 449
2018
Q3 		$607K Buy
24,898
+1,500
+6% +$36.5K 0.02% 602
2018
Q2 		$570K Buy
23,398
+10,224
+78% +$249K 0.02% 608
2018
Q1 		$327K Hold
13,174
– – 0.01% 788
2017
Q4 		$327K Sell
13,174
-192
-1% -$4.78K 0.01% 788
2017
Q3 		$335K Buy
13,366
+2,379
+22% +$59.6K 0.01% 872
2017
Q2 		$275K Buy
10,987
+435
+4% +$10.9K 0.01% 951
2017
Q1 		$262K Buy
10,552
+1,060
+11% +$26.2K 0.01% 979
2016
Q4 		$234K Buy
9,492
+4,729
+99% +$118K 0.01% 976
2016
Q3 		$121K Buy
4,763
+473
+11% +$12K 0.01% 1267
2016
Q2 		$109K Buy
4,290
+254
+6% +$6.37K 0.01% 1286
2016
Q1 		$100K Buy
+4,036
New +$98.9K 0.01% 687

Other funds holding IBDM

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IFP Advisors's IBDM Position: Q1 2021 in Review

IFP Advisors sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q1 2021, closing a stake of 170 shares — an estimated $4.23K sold.

IFP Advisors first reported a position in IBDM in Q1 2016 and held it in 18 quarters. The position peaked at $688K in Q4 2018. 199 funds tracked by Wall St. Rank hold IBDM as of Q1 2021.

  • IFP Advisors reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q1 2021 after selling out during the quarter.
  • IFP Advisors sold 170 iShares iBonds Dec 2021 Term Corporate ETF shares in Q1 2021, an estimated $4.23K.
  • IFP Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2016 and held it in 18 quarters.
  • IFP Advisors's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $688K in Q4 2018.
  • 199 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q1 2021.

Based on IFP Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.