LFS
IBDM

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

Lutz Financial Services’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
-188,189
Closed -$4.65M – 65
2021
Q3 		$4.65M Sell
188,189
-602
-0.3% -$14.9K 0.6% 34
2021
Q2 		$4.68M Buy
188,791
+214
+0.1% +$5.31K 0.62% 34
2021
Q1 		$4.69M Sell
188,577
-3,450
-2% -$85.8K 0.69% 31
2020
Q4 		$4.78M Sell
192,027
-31,148
-14% -$778K 0.79% 30
2020
Q3 		$5.59M Sell
223,175
-4,351
-2% -$109K 1.08% 26
2020
Q2 		$5.72M Sell
227,526
-23,921
-10% -$598K 1.17% 24
2020
Q1 		$6.2M Sell
251,447
-57,763
-19% -$1.43M 1.38% 23
2019
Q4 		$7.72M Sell
309,210
-14,446
-4% -$361K 1.37% 22
2019
Q3 		$8.09M Sell
323,656
-21,410
-6% -$534K 1.55% 20
2019
Q2 		$8.6M Sell
345,066
-14,295
-4% -$354K 1.68% 18
2019
Q1 		$8.88M Buy
359,361
+61,132
+20% +$1.5M 1.81% 18
2018
Q4 		$7.26M Buy
298,229
+150,998
+103% +$3.66M 1.62% 18
2018
Q3 		$3.59M Buy
+147,231
New +$3.59M 0.79% 23

Other funds holding IBDM

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Lutz Financial Services's IBDM Position: Q4 2021 in Review

Lutz Financial Services sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 188,189 shares — an estimated $4.65M sold.

Lutz Financial Services first reported a position in IBDM in Q3 2018 and held it in 13 quarters. The position peaked at $8.88M in Q1 2019. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • Lutz Financial Services reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • Lutz Financial Services sold 188,189 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $4.65M.
  • Lutz Financial Services first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2018 and held it in 13 quarters.
  • Lutz Financial Services's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $8.88M in Q1 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Lutz Financial Services's 13F filing for Q4 2021, filed 19 Jan 2022.