Karn Couzens & Associates’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Karn Couzens & Associates’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	-42,070	Closed	-$1.04M	–	88
2021 Q3	$1.04M	Hold	42,070	–	–	0.79%	23
2021 Q2	$1.04M	Sell	42,070 -2,075	-5%	-$51.5K	0.81%	23
2021 Q1	$1.1M	Sell	44,145 -2,500	-5%	-$62.2K	0.99%	21
2020 Q4	$1.16M	Buy	+46,645	New	+$1.16M	1.1%	17

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

Karn Couzens & Associates's IBDM Position: Q4 2021 in Review

Karn Couzens & Associates sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 42,070 shares — an estimated $1.04M sold.

Karn Couzens & Associates first reported a position in IBDM in Q4 2020 and held it in 4 quarters. The position peaked at $1.16M in Q4 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Karn Couzens & Associates reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Karn Couzens & Associates sold 42,070 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $1.04M.
Karn Couzens & Associates first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2020 and held it in 4 quarters.
Karn Couzens & Associates's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $1.16M in Q4 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Karn Couzens & Associates's 13F filing for Q4 2021, filed 14 Jan 2022.