MG
IBDM

Mather Group’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Mather Group’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
2020
Q4 		– Sell
-13,640
Closed -$342K – 283
2020
Q3 		$342K Sell
13,640
-18,857
-58% -$473K 0.01% 172
2020
Q2 		$817K Buy
+32,497
New +$813K 0.04% 101
2019
Q4 		– Sell
-30,396
Closed -$760K – 176
2019
Q3 		$760K Buy
+30,396
New +$758K 0.06% 53

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
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Mather Group's IBDM Position: Q4 2020 in Review

Mather Group sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2020, closing a stake of 13,640 shares — an estimated $342K sold.

Mather Group first reported a position in IBDM in Q3 2019 and held it in 3 quarters. The position peaked at $817K in Q2 2020. 206 funds tracked by Wall St. Rank hold IBDM as of Q4 2020.

  • Mather Group reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Mather Group sold 13,640 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2020, an estimated $342K.
  • Mather Group first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2019 and held it in 3 quarters.
  • Mather Group's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $817K in Q2 2020.
  • 206 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2020.

Based on Mather Group's 13F filing for Q4 2020, filed 12 Feb 2021.