Kesler Norman & Wride’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Kesler Norman & Wride’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	-162,720	Closed	-$4.02M	–	152
2021 Q3	$4.02M	Sell	162,720 -3,247	-2%	-$80.4K	0.95%	44
2021 Q2	$4.11M	Sell	165,967 -110	-0.1%	-$2.73K	0.95%	44
2021 Q1	$4.13M	Buy	166,077 +6,538	+4%	+$163K	1.02%	36
2020 Q4	$3.97M	Buy	+159,539	New	+$3.98M	1.11%	35

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

Kesler Norman & Wride's IBDM Position: Q4 2021 in Review

Kesler Norman & Wride sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 162,720 shares — an estimated $4.02M sold.

Kesler Norman & Wride first reported a position in IBDM in Q4 2020 and held it in 4 quarters. The position peaked at $4.13M in Q1 2021. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Kesler Norman & Wride reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Kesler Norman & Wride sold 162,720 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $4.02M.
Kesler Norman & Wride first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2020 and held it in 4 quarters.
Kesler Norman & Wride's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $4.13M in Q1 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Kesler Norman & Wride's 13F filing for Q4 2021, filed 7 Feb 2022.