LNB
IBDM

Ledyard National Bank’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Ledyard National Bank’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
2019
Q1 		– Sell
-1,415
Closed -$34K – 698
2018
Q4 		$34K Hold
1,415
– – ﹤0.01% 452
2018
Q3 		$34K Hold
1,415
– – ﹤0.01% 465
2018
Q2 		$34K Hold
1,415
– – ﹤0.01% 468
2018
Q1 		$35K Hold
1,415
– – ﹤0.01% 479
2017
Q4 		$35K Buy
+1,415
New +$35.2K ﹤0.01% 496

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
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ledyard National Bank's IBDM Position: Q1 2019 in Review

Ledyard National Bank sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q1 2019, closing a stake of 1,415 shares — an estimated $34K sold.

Ledyard National Bank first reported a position in IBDM in Q4 2017 and held it in 5 quarters. The position peaked at $35K in Q1 2018. 149 funds tracked by Wall St. Rank hold IBDM as of Q1 2019.

  • Ledyard National Bank reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q1 2019 after selling out during the quarter.
  • Ledyard National Bank sold 1,415 iShares iBonds Dec 2021 Term Corporate ETF shares in Q1 2019, an estimated $34K.
  • Ledyard National Bank first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2017 and held it in 5 quarters.
  • Ledyard National Bank's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $35K in Q1 2018.
  • 149 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q1 2019.

Based on Ledyard National Bank's 13F filing for Q1 2019, filed 12 Apr 2019.