IC
IBDM

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

InterOcean Capital’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
Q2 		$964K Buy
38,311
+112
+0.3% +$2.8K 0.07% 90
2020
Q1 		$942K Buy
38,199
+12,077
+46% +$300K 0.08% 94
2019
Q4 		$652K Buy
26,122
+50
+0.2% +$1.25K 0.05% 120
2019
Q3 		$652K Buy
+26,072
New +$650K 0.05% 122

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

InterOcean Capital's IBDM Position: Q2 2020 in Review

InterOcean Capital increased its iShares iBonds Dec 2021 Term Corporate ETF (IBDM) stake by 0.29% in Q2 2020, buying an estimated $2.8K and bringing the position to 38,311 shares worth $964K. The position accounts for 0.07% of the portfolio, ranked #90.

InterOcean Capital first reported a position in IBDM in Q3 2019 and has held it in 4 quarters since. 191 funds tracked by Wall St. Rank hold IBDM as of Q2 2020.

  • InterOcean Capital held 38,311 shares of iShares iBonds Dec 2021 Term Corporate ETF worth $964K as of Q2 2020.
  • InterOcean Capital bought 112 iShares iBonds Dec 2021 Term Corporate ETF shares in Q2 2020, an estimated $2.8K.
  • iShares iBonds Dec 2021 Term Corporate ETF made up 0.07% of InterOcean Capital's portfolio in Q2 2020, its #90 holding.
  • InterOcean Capital first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2019 and has held it in 4 quarters since.
  • 191 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q2 2020.

Based on InterOcean Capital's 13F filing for Q2 2020, filed 13 Aug 2020.