Kowal Investment Group’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Kowal Investment Group’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	-1	Closed	–	–	1042
2021 Q3	$0	Buy	+1	New	+$25	﹤0.01%	1044

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

Kowal Investment Group's IBDM Position: Q4 2021 in Review

Kowal Investment Group sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 1 share.

Kowal Investment Group first reported a position in IBDM in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Kowal Investment Group reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 1 iShares iBonds Dec 2021 Term Corporate ETF share in Q4 2021.
Kowal Investment Group first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $0 in Q3 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.