KA
IBDM

Kovack Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Kovack Advisors’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
2020
Q3 		– Sell
-9,882
Closed -$249K – 575
2020
Q2 		$249K Hold
9,882
– – 0.05% 353
2020
Q1 		$244K Buy
9,882
+1,000
+11% +$24.8K 0.06% 334
2019
Q4 		$222K Buy
+8,882
New +$222K 0.04% 427

Other funds holding IBDM

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
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kovack Advisors's IBDM Position: Q3 2020 in Review

Kovack Advisors sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q3 2020, closing a stake of 9,882 shares — an estimated $249K sold.

Kovack Advisors first reported a position in IBDM in Q4 2019 and held it in 3 quarters. The position peaked at $249K in Q2 2020. 195 funds tracked by Wall St. Rank hold IBDM as of Q3 2020.

  • Kovack Advisors reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q3 2020 after selling out during the quarter.
  • Kovack Advisors sold 9,882 iShares iBonds Dec 2021 Term Corporate ETF shares in Q3 2020, an estimated $249K.
  • Kovack Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2019 and held it in 3 quarters.
  • Kovack Advisors's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $249K in Q2 2020.
  • 195 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q3 2020.

Based on Kovack Advisors's 13F filing for Q3 2020, filed 2 Nov 2020.