Murphy Middleton Hinkle & Parker’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Murphy Middleton Hinkle & Parker’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 Q3	–	Sell	-9,767	Closed	-$242K	–	142
2021 Q2	$242K	Sell	9,767 -2,554	-21%	-$63.3K	0.14%	131
2021 Q1	$306K	Sell	12,321 -29,051	-70%	-$722K	0.18%	123
2020 Q4	$1.03M	Sell	41,372 -901	-2%	-$22.5K	0.69%	47
2020 Q3	$1.06M	Sell	42,273 -10,037	-19%	-$252K	0.77%	47
2020 Q2	$1.32M	Sell	52,310 -1,425	-3%	-$35.6K	0.97%	39
2020 Q1	$1.32M	Sell	53,735 -12,318	-19%	-$306K	1.17%	31
2019 Q4	$1.65M	Sell	66,053 -14,286	-18%	-$357K	1.1%	35
2019 Q3	$2.01M	Sell	80,339 -1,924	-2%	-$48K	1.42%	24
2019 Q2	$2.05M	Sell	82,263 -7,049	-8%	-$174K	1.46%	23
2019 Q1	$2.21M	Sell	89,312 -9,258	-9%	-$227K	1.52%	19
2018 Q4	$2.4M	Sell	98,570 -13,166	-12%	-$319K	1.83%	16
2018 Q3	$2.72M	Sell	111,736 -221	-0.2%	-$5.38K	1.92%	10
2018 Q2	$2.73M	Sell	111,957 -2,671	-2%	-$65.1K	2.04%	10
2018 Q1	$2.81M	Buy	114,628 +858	+0.8%	+$21.1K	2.18%	10
2017 Q4	$2.82M	Buy	+113,770	New	+$2.83M	2.1%	10

Other funds holding IBDM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

Murphy Middleton Hinkle & Parker's IBDM Position: Q3 2021 in Review

Murphy Middleton Hinkle & Parker sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q3 2021, closing a stake of 9,767 shares — an estimated $242K sold.

Murphy Middleton Hinkle & Parker first reported a position in IBDM in Q4 2017 and held it in 15 quarters. The position peaked at $2.82M in Q4 2017. 201 funds tracked by Wall St. Rank hold IBDM as of Q3 2021.

Murphy Middleton Hinkle & Parker reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q3 2021 after selling out during the quarter.
Murphy Middleton Hinkle & Parker sold 9,767 iShares iBonds Dec 2021 Term Corporate ETF shares in Q3 2021, an estimated $242K.
Murphy Middleton Hinkle & Parker first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2017 and held it in 15 quarters.
Murphy Middleton Hinkle & Parker's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $2.82M in Q4 2017.
201 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q3 2021.

Based on Murphy Middleton Hinkle & Parker's 13F filing for Q3 2021, filed 7 Oct 2021.