Obermeyer Wealth Partners’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Obermeyer Wealth Partners’s Portfolio IBDN Stock Details IBDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-28,899	Closed	-$727K	–	248
2021 Q4	$727K	Hold	28,899	–	–	0.04%	97
2021 Q3	$732K	Buy	28,899 +8,899	+44%	+$225K	0.04%	92
2021 Q2	$508K	Hold	20,000	–	–	0.03%	126
2021 Q1	$509K	Hold	20,000	–	–	0.03%	127
2020 Q4	$511K	Hold	20,000	–	–	0.03%	86
2020 Q3	$513K	Buy	+20,000	New	+$513K	0.04%	83

Other funds holding IBDN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

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

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Obermeyer Wealth Partners's IBDN Position: Q1 2022 in Review

Obermeyer Wealth Partners sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q1 2022, closing a stake of 28,899 shares — an estimated $727K sold.

Obermeyer Wealth Partners first reported a position in IBDN in Q3 2020 and held it in 6 quarters. The position peaked at $732K in Q3 2021. 200 funds tracked by Wall St. Rank hold IBDN as of Q1 2022.

Obermeyer Wealth Partners reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
Obermeyer Wealth Partners sold 28,899 iShares iBonds Dec 2022 Term Corporate ETF shares in Q1 2022, an estimated $727K.
Obermeyer Wealth Partners first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2020 and held it in 6 quarters.
Obermeyer Wealth Partners's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $732K in Q3 2021.
200 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q1 2022.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2022, filed 16 May 2022.