InterOcean Capital Group’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

InterOcean Capital Group’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 Q4	–	Sell	-22,122	Closed	-$547K	–	289
2021 Q3	$547K	Sell	22,122 -1,439	-6%	-$35.6K	0.03%	149
2021 Q2	$584K	Buy	23,561 +19	+0.1%	+$471	0.03%	146
2021 Q1	$585K	Sell	23,542 -1,793	-7%	-$44.6K	0.03%	138
2020 Q4	$631K	Buy	+25,335	New	+$633K	0.04%	119

Other funds holding IBDM

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

InterOcean Capital Group's IBDM Position: Q4 2021 in Review

InterOcean Capital Group sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 22,122 shares — an estimated $547K sold.

InterOcean Capital Group first reported a position in IBDM in Q4 2020 and held it in 4 quarters. The position peaked at $631K in Q4 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

InterOcean Capital Group reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
InterOcean Capital Group sold 22,122 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $547K.
InterOcean Capital Group first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2020 and held it in 4 quarters.
InterOcean Capital Group's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $631K in Q4 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on InterOcean Capital Group's 13F filing for Q4 2021, filed 8 Feb 2022.