Obermeyer Wealth Partners’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Obermeyer Wealth Partners’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	-377,454	Closed	-$9.33M	–	242
2021 Q3	$9.33M	Sell	377,454 -48,759	-11%	-$1.21M	0.52%	38
2021 Q2	$10.6M	Sell	426,213 -111,802	-21%	-$2.77M	0.59%	40
2021 Q1	$13.4M	Sell	538,015 -243,898	-31%	-$6.07M	0.82%	35
2020 Q4	$19.5M	Sell	781,913 -28,934	-4%	-$723K	1.29%	32
2020 Q3	$20.3M	Buy	+810,847	New	+$20.3M	1.52%	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

Obermeyer Wealth Partners's IBDM Position: Q4 2021 in Review

Obermeyer Wealth Partners sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 377,454 shares — an estimated $9.33M sold.

Obermeyer Wealth Partners first reported a position in IBDM in Q3 2020 and held it in 5 quarters. The position peaked at $20.3M in Q3 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Obermeyer Wealth Partners reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Obermeyer Wealth Partners sold 377,454 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $9.33M.
Obermeyer Wealth Partners first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2020 and held it in 5 quarters.
Obermeyer Wealth Partners's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $20.3M in Q3 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Obermeyer Wealth Partners's 13F filing for Q4 2021, filed 31 Jan 2022.