Kingsview Wealth Management’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Kingsview Wealth 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 Q4	–	Sell	-8,244	Closed	-$204K	–	1065
2021 Q3	$204K	Hold	8,244	–	–	0.01%	799
2021 Q2	$204K	Sell	8,244 -160	-2%	-$3.97K	0.01%	822
2021 Q1	$209K	Buy	+8,404	New	+$209K	0.01%	762

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

Kingsview Wealth Management's IBDM Position: Q4 2021 in Review

Kingsview Wealth Management sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 8,244 shares — an estimated $204K sold.

Kingsview Wealth Management first reported a position in IBDM in Q1 2021 and held it in 3 quarters. The position peaked at $209K in Q1 2021. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Kingsview Wealth Management reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Kingsview Wealth Management sold 8,244 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $204K.
Kingsview Wealth Management first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2021 and held it in 3 quarters.
Kingsview Wealth Management's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $209K in Q1 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Kingsview Wealth Management's 13F filing for Q4 2021, filed 17 Feb 2022.