PPW
IBDM

Parcion Private Wealth’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Parcion Private Wealth’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
2020
Q2 		– Sell
-17,741
Closed -$437K – 220
2020
Q1 		$437K Buy
+17,741
New +$440K 0.12% 107

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Parcion Private Wealth's IBDM Position: Q2 2020 in Review

Parcion Private Wealth sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q2 2020, closing a stake of 17,741 shares — an estimated $437K sold.

Parcion Private Wealth first reported a position in IBDM in Q1 2020 and held it in 1 quarter. The position peaked at $437K in Q1 2020. 191 funds tracked by Wall St. Rank hold IBDM as of Q2 2020.

  • Parcion Private Wealth reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q2 2020 after selling out during the quarter.
  • Parcion Private Wealth sold 17,741 iShares iBonds Dec 2021 Term Corporate ETF shares in Q2 2020, an estimated $437K.
  • Parcion Private Wealth first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2020 and held it in 1 quarter.
  • Parcion Private Wealth's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $437K in Q1 2020.
  • 191 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q2 2020.

Based on Parcion Private Wealth's 13F filing for Q2 2020, filed 21 Jul 2020.