MML Investors Services
IBDM

MML Investors Services’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

MML Investors Services’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
-21,515
Closed -$532K – 2099
2021
Q3 		$532K Sell
21,515
-25
-0.1% -$619 ﹤0.01% 1311
2021
Q2 		$534K Buy
21,540
+334
+2% +$8.28K ﹤0.01% 1288
2021
Q1 		$527K Sell
21,206
-222
-1% -$5.52K 0.01% 1245
2020
Q4 		$534K Buy
21,428
+740
+4% +$18.5K 0.01% 1125
2020
Q3 		$518K Sell
20,688
-247
-1% -$6.2K 0.01% 1028
2020
Q2 		$527K Buy
20,935
+33
+0.2% +$825 0.01% 970
2020
Q1 		$515K Sell
20,902
-2,814
-12% -$69.8K 0.01% 849
2019
Q4 		$592K Buy
23,716
+5,891
+33% +$147K 0.01% 934
2019
Q3 		$446K Sell
17,825
-3,699
-17% -$92.2K 0.01% 997
2019
Q2 		$537K Sell
21,524
-69,905
-76% -$1.73M 0.01% 989
2019
Q1 		$2.26M Buy
91,429
+1,540
+2% +$37.8K 0.04% 420
2018
Q4 		$2.19M Buy
+89,889
New +$2.18M 0.04% 391

Other funds holding IBDM

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

MML Investors Services's IBDM Position: Q4 2021 in Review

MML Investors Services sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 21,515 shares — an estimated $532K sold.

MML Investors Services first reported a position in IBDM in Q4 2018 and held it in 12 quarters. The position peaked at $2.26M in Q1 2019. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • MML Investors Services reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • MML Investors Services sold 21,515 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $532K.
  • MML Investors Services first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2018 and held it in 12 quarters.
  • MML Investors Services's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $2.26M in Q1 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on MML Investors Services's 13F filing for Q4 2021, filed 14 Feb 2022.