Madden Advisory Services’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Madden Advisory 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	-108,981	Closed	-$2.69M	–	76
2021 Q3	$2.69M	Buy	108,981 +34,400	+46%	+$851K	1.93%	14
2021 Q2	$1.85M	Sell	74,581 -2	-0%	-$50	1.37%	18
2021 Q1	$1.85M	Sell	74,583 -27,530	-27%	-$685K	1.45%	17
2020 Q4	$2.54M	Buy	102,113 +84,153	+469%	+$2.1M	2.14%	10
2020 Q3	$449K	Buy	17,960 +7,760	+76%	+$195K	0.43%	40
2020 Q2	$256K	Buy	+10,200	New	+$255K	0.27%	54

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

Madden Advisory Services's IBDM Position: Q4 2021 in Review

Madden Advisory Services sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 108,981 shares — an estimated $2.69M sold.

Madden Advisory Services first reported a position in IBDM in Q2 2020 and held it in 6 quarters. The position peaked at $2.69M in Q3 2021. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Madden Advisory Services reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Madden Advisory Services sold 108,981 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $2.69M.
Madden Advisory Services first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q2 2020 and held it in 6 quarters.
Madden Advisory Services's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $2.69M in Q3 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Madden Advisory Services's 13F filing for Q4 2021, filed 8 Feb 2022.