KPCM
IBDM

Kings Point Capital Management’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Kings Point Capital Management’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
Q1 		– Sell
-1,459
Closed -$36K – 576
2020
Q4 		$36K Hold
1,459
– – ﹤0.01% 357
2020
Q3 		$37K Buy
+1,459
New +$36.6K ﹤0.01% 339

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Kings Point Capital Management's IBDM Position: Q1 2021 in Review

Kings Point Capital Management sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q1 2021, closing a stake of 1,459 shares — an estimated $36K sold.

Kings Point Capital Management first reported a position in IBDM in Q3 2020 and held it in 2 quarters. The position peaked at $37K in Q3 2020. 199 funds tracked by Wall St. Rank hold IBDM as of Q1 2021.

  • Kings Point Capital Management reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q1 2021 after selling out during the quarter.
  • Kings Point Capital Management sold 1,459 iShares iBonds Dec 2021 Term Corporate ETF shares in Q1 2021, an estimated $36K.
  • Kings Point Capital Management first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2020 and held it in 2 quarters.
  • Kings Point Capital Management's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $37K in Q3 2020.
  • 199 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q1 2021.

Based on Kings Point Capital Management's 13F filing for Q1 2021, filed 14 May 2021.