OIA
IBDM

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

Optimum Investment 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
-493
Closed -$12K – 885
2021
Q3 		$12K Hold
493
– – 0.01% 669
2021
Q2 		$12K Hold
493
– – ﹤0.01% 734
2021
Q1 		$12K Hold
493
– – ﹤0.01% 747
2020
Q4 		$12K Hold
493
– – ﹤0.01% 713
2020
Q3 		$12K Hold
493
– – ﹤0.01% 685
2020
Q2 		$12K Hold
493
– – ﹤0.01% 682
2020
Q1 		$12K Hold
493
– – ﹤0.01% 662
2019
Q4 		$12K Buy
493
+20
+4% +$499 ﹤0.01% 756
2019
Q3 		$12K Hold
473
– – ﹤0.01% 771
2019
Q2 		$12K Hold
473
– – ﹤0.01% 764
2019
Q1 		$12K Hold
473
– – ﹤0.01% 784
2018
Q4 		$12K Hold
473
– – ﹤0.01% 737
2018
Q3 		$12K Hold
473
– – ﹤0.01% 822
2018
Q2 		$12K Hold
473
– – ﹤0.01% 826
2018
Q1 		$12K Buy
+473
New +$11.6K ﹤0.01% 806

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

Optimum Investment Advisors's IBDM Position: Q4 2021 in Review

Optimum Investment Advisors sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 493 shares — an estimated $12K sold.

Optimum Investment Advisors first reported a position in IBDM in Q1 2018 and held it in 15 quarters. The position peaked at $12K in Q3 2021. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • Optimum Investment Advisors reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 493 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $12K.
  • Optimum Investment Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2018 and held it in 15 quarters.
  • Optimum Investment Advisors's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $12K in Q3 2021.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Optimum Investment Advisors's 13F filing for Q4 2021, filed 17 Mar 2022.