Paces Ferry Wealth Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Paces Ferry Wealth 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	-16,308	Closed	-$403K	–	124
2021 Q3	$403K	Buy	16,308 +28	+0.2%	+$693	0.32%	69
2021 Q2	$403K	Buy	16,280 +50	+0.3%	+$1.24K	0.31%	74
2021 Q1	$403K	Hold	16,230	–	–	0.35%	67
2020 Q4	$404K	Hold	16,230	–	–	0.37%	68
2020 Q3	$407K	Buy	+16,230	New	+$407K	0.35%	64

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

Paces Ferry Wealth Advisors's IBDM Position: Q4 2021 in Review

Paces Ferry Wealth Advisors sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 16,308 shares — an estimated $403K sold.

Paces Ferry Wealth Advisors first reported a position in IBDM in Q3 2020 and held it in 5 quarters. The position peaked at $407K in Q3 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Paces Ferry Wealth Advisors reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 16,308 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $403K.
Paces Ferry Wealth Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2020 and held it in 5 quarters.
Paces Ferry Wealth Advisors's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $407K in Q3 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.