M&T Bank
IBDM

M&T Bank’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

M&T 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
Q2 		– Sell
-9,981
Closed -$247K – 1715
2019
Q1 		$247K Sell
9,981
-4,405
-31% -$108K ﹤0.01% 1296
2018
Q4 		$350K Hold
14,386
– – ﹤0.01% 1056
2018
Q3 		$350K Hold
14,386
– – ﹤0.01% 1161
2018
Q2 		$351K Sell
14,386
-1,413
-9% -$34.4K ﹤0.01% 1159
2018
Q1 		$387K Buy
+15,799
New +$388K ﹤0.01% 1107

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

M&T Bank's IBDM Position: Q2 2019 in Review

M&T Bank sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q2 2019, closing a stake of 9,981 shares — an estimated $247K sold.

M&T Bank first reported a position in IBDM in Q1 2018 and held it in 5 quarters. The position peaked at $387K in Q1 2018. 149 funds tracked by Wall St. Rank hold IBDM as of Q2 2019.

  • M&T Bank reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q2 2019 after selling out during the quarter.
  • M&T Bank sold 9,981 iShares iBonds Dec 2021 Term Corporate ETF shares in Q2 2019, an estimated $247K.
  • M&T Bank first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2018 and held it in 5 quarters.
  • M&T Bank's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $387K in Q1 2018.
  • 149 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q2 2019.

Based on M&T Bank's 13F filing for Q2 2019, filed 12 Aug 2019.