Main Street Financial Solutions’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Main Street Financial Solutions’s Portfolio IBDN Stock Details IBDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-16,117	Closed	-$408K	–	503
2021 Q3	$408K	Hold	16,117	–	–	0.06%	300
2021 Q2	$409K	Hold	16,117	–	–	0.07%	287
2021 Q1	$410K	Sell	16,117 -800	-5%	-$20.4K	0.07%	256
2020 Q4	$433K	Buy	+16,917	New	+$433K	0.09%	223

Other funds holding IBDN

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

BWM

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

Main Street Financial Solutions's IBDN Position: Q4 2021 in Review

Main Street Financial Solutions sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2021, closing a stake of 16,117 shares — an estimated $408K sold.

Main Street Financial Solutions first reported a position in IBDN in Q4 2020 and held it in 4 quarters. The position peaked at $433K in Q4 2020. 211 funds tracked by Wall St. Rank hold IBDN as of Q4 2021.

Main Street Financial Solutions reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Main Street Financial Solutions sold 16,117 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2021, an estimated $408K.
Main Street Financial Solutions first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2020 and held it in 4 quarters.
Main Street Financial Solutions's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $433K in Q4 2020.
211 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2021.

Based on Main Street Financial Solutions's 13F filing for Q4 2021, filed 8 Feb 2022.