KPCM
IBDN

Kings Point Capital Management’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Kings Point Capital Management’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,883
Closed -$48K – 575
2020
Q4 		$48K Sell
1,883
-633
-25% -$16.2K 0.01% 320
2020
Q3 		$64K Buy
+2,516
New +$64.5K 0.01% 291

Other funds holding IBDN

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 IBDN Position: Q1 2021 in Review

Kings Point Capital Management sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q1 2021, closing a stake of 1,883 shares — an estimated $48K sold.

Kings Point Capital Management first reported a position in IBDN in Q3 2020 and held it in 2 quarters. The position peaked at $64K in Q3 2020. 210 funds tracked by Wall St. Rank hold IBDN as of Q1 2021.

  • Kings Point Capital Management reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q1 2021 after selling out during the quarter.
  • Kings Point Capital Management sold 1,883 iShares iBonds Dec 2022 Term Corporate ETF shares in Q1 2021, an estimated $48K.
  • Kings Point Capital Management first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2020 and held it in 2 quarters.
  • Kings Point Capital Management's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $64K in Q3 2020.
  • 210 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q1 2021.

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