MG
IBDN

Mather Group’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Mather Group’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
2020
Q4 		– Sell
-14,483
Closed -$371K – 282
2020
Q3 		$371K Sell
14,483
-15,385
-52% -$395K 0.01% 164
2020
Q2 		$767K Buy
+29,868
New +$759K 0.04% 104

Other funds holding IBDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Mather Group's IBDN Position: Q4 2020 in Review

Mather Group sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2020, closing a stake of 14,483 shares — an estimated $371K sold.

Mather Group first reported a position in IBDN in Q2 2020 and held it in 2 quarters. The position peaked at $767K in Q2 2020. 204 funds tracked by Wall St. Rank hold IBDN as of Q4 2020.

  • Mather Group reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Mather Group sold 14,483 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2020, an estimated $371K.
  • Mather Group first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2020 and held it in 2 quarters.
  • Mather Group's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $767K in Q2 2020.
  • 204 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2020.

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