IAA
IBDM

Independent Advisor Alliance’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-48,195
Closed -$1.2M – 944
2019
Q4 		$1.2M Buy
+48,195
New +$1.2M 0.05% 327

Other funds holding IBDM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Independent Advisor Alliance's IBDM Position: Q1 2020 in Review

Independent Advisor Alliance sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q1 2020, closing a stake of 48,195 shares — an estimated $1.2M sold.

Independent Advisor Alliance first reported a position in IBDM in Q4 2019 and held it in 1 quarter. The position peaked at $1.2M in Q4 2019. 188 funds tracked by Wall St. Rank hold IBDM as of Q1 2020.

  • Independent Advisor Alliance reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 48,195 iShares iBonds Dec 2021 Term Corporate ETF shares in Q1 2020, an estimated $1.2M.
  • Independent Advisor Alliance first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $1.2M in Q4 2019.
  • 188 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.