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

PFG Private Wealth Management’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	-6,790	Closed	-$168K	–	351
2021 Q3	$168K	Buy	+6,790	New	+$168K	0.1%	59
2020 Q1	–	Sell	-9,472	Closed	-$236K	–	47
2019 Q4	$236K	Buy	+9,472	New	+$237K	0.21%	42

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

PFG Private Wealth Management's IBDM Position: Q4 2021 in Review

PFG Private Wealth Management sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 6,790 shares — an estimated $168K sold.

PFG Private Wealth Management first reported a position in IBDM in Q4 2019 and held it in 2 quarters. The position peaked at $236K in Q4 2019. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

PFG Private Wealth Management reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
PFG Private Wealth Management sold 6,790 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $168K.
PFG Private Wealth Management first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2019 and held it in 2 quarters.
PFG Private Wealth Management's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $236K in Q4 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on PFG Private Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.