NG
IBDM

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

Northstar 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
Q3 		– Hold
0
– – – 45
2021
Q2 		– Hold
0
– – – 42
2021
Q1 		– Hold
0
– – – 39
2020
Q4 		– Hold
0
– – – 35
2020
Q3 		– Hold
0
– – – 34
2020
Q2 		– Hold
0
– – – 30
2020
Q1 		– Hold
0
– – – 29
2019
Q4 		– Hold
0
– – – 41
2019
Q3 		– Hold
0
– – – 51
2019
Q2 		– Hold
0
– – – 75
2019
Q1 		– Hold
0
– – – 97
2018
Q4 		– Hold
0
– – – 107

Other funds holding IBDM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
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
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