Madison Investment Holdings’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Madison Investment Holdings’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
2018 Q4	–	Sell	-49,016	Closed	-$1.19M	–	274
2018 Q3	$1.19M	Buy	49,016 +7,180	+17%	+$175K	0.02%	206
2018 Q2	$1.02M	Buy	41,836 +4,482	+12%	+$109K	0.02%	204
2018 Q1	$914K	Buy	37,354 +15,051	+67%	+$370K	0.02%	201
2017 Q4	$553K	Buy	22,303 +6,473	+41%	+$161K	0.01%	223
2017 Q3	$397K	Buy	+15,830	New	+$397K	0.01%	236

Other funds holding IBDM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Madison Investment Holdings's IBDM Position: Q4 2018 in Review

Madison Investment Holdings sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2018, closing a stake of 49,016 shares — an estimated $1.19M sold.

Madison Investment Holdings first reported a position in IBDM in Q3 2017 and held it in 5 quarters. The position peaked at $1.19M in Q3 2018. 131 funds tracked by Wall St. Rank hold IBDM as of Q4 2018.

Madison Investment Holdings reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
Madison Investment Holdings sold 49,016 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2018, an estimated $1.19M.
Madison Investment Holdings first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2017 and held it in 5 quarters.
Madison Investment Holdings's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $1.19M in Q3 2018.
131 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2018.

Based on Madison Investment Holdings's 13F filing for Q4 2018, filed 8 Feb 2019.