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

Mayfair Advisory 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
2021 Q4	–	Sell	-10,017	Closed	-$248K	–	105
2021 Q3	$248K	Sell	10,017 -10,088	-50%	-$250K	0.38%	76
2021 Q2	$498K	Hold	20,105	–	–	0.79%	32
2021 Q1	$499K	Buy	+20,105	New	+$500K	0.89%	29

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

Mayfair Advisory Group's IBDM Position: Q4 2021 in Review

Mayfair Advisory Group sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 10,017 shares — an estimated $248K sold.

Mayfair Advisory Group first reported a position in IBDM in Q1 2021 and held it in 3 quarters. The position peaked at $499K in Q1 2021. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Mayfair Advisory Group reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Mayfair Advisory Group sold 10,017 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $248K.
Mayfair Advisory Group first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2021 and held it in 3 quarters.
Mayfair Advisory Group's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $499K in Q1 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Mayfair Advisory Group's 13F filing for Q4 2021, filed 19 Jan 2022.