LF
IBDM

LifeSteps Financial’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

LifeSteps Financial’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
Q2 		– Sell
-102,531
Closed -$2.53M – 84
2020
Q1 		$2.53M Buy
102,531
+4,691
+5% +$116K 2.91% 9
2019
Q4 		$2.44M Buy
+97,840
New +$2.44M 2.3% 10

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LifeSteps Financial's IBDM Position: Q2 2020 in Review

LifeSteps Financial sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q2 2020, closing a stake of 102,531 shares — an estimated $2.53M sold.

LifeSteps Financial first reported a position in IBDM in Q4 2019 and held it in 2 quarters. The position peaked at $2.53M in Q1 2020. 191 funds tracked by Wall St. Rank hold IBDM as of Q2 2020.

  • LifeSteps Financial reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q2 2020 after selling out during the quarter.
  • LifeSteps Financial sold 102,531 iShares iBonds Dec 2021 Term Corporate ETF shares in Q2 2020, an estimated $2.53M.
  • LifeSteps Financial first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2019 and held it in 2 quarters.
  • LifeSteps Financial's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $2.53M in Q1 2020.
  • 191 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q2 2020.

Based on LifeSteps Financial's 13F filing for Q2 2020, filed 5 Aug 2020.