MA
IBDM

MONECO Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

MONECO Advisors’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
-39,003
Closed -$965K – 279
2021
Q3 		$965K Buy
39,003
+10
+0% +$247 0.38% 65
2021
Q2 		$966K Buy
38,993
+16
+0% +$397 0.44% 56
2021
Q1 		$969K Buy
38,977
+15
+0% +$373 0.47% 53
2020
Q4 		$971K Buy
38,962
+1,587
+4% +$39.6K 0.54% 45
2020
Q3 		$936K Buy
37,375
+1,851
+5% +$46.4K 0.6% 38
2020
Q2 		$893K Buy
35,524
+2,032
+6% +$50.8K 0.7% 33
2020
Q1 		$826K Buy
33,492
+17,728
+112% +$440K 0.85% 29
2019
Q4 		$394K Sell
15,764
-402
-2% -$10K 0.28% 87
2019
Q3 		$404K Sell
16,166
-375
-2% -$9.35K 0.31% 75
2019
Q2 		$412K Buy
16,541
+26
+0.2% +$643 0.33% 69
2019
Q1 		$408K Buy
16,515
+5,882
+55% +$144K 0.33% 73
2018
Q4 		$259K Buy
+10,633
New +$258K 0.3% 77

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

MONECO Advisors's IBDM Position: Q4 2021 in Review

MONECO Advisors sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 39,003 shares — an estimated $965K sold.

MONECO Advisors first reported a position in IBDM in Q4 2018 and held it in 12 quarters. The position peaked at $971K in Q4 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • MONECO Advisors reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • MONECO Advisors sold 39,003 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $965K.
  • MONECO Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2018 and held it in 12 quarters.
  • MONECO Advisors's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $971K in Q4 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on MONECO Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.