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

Prime Capital 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	-14,496	Closed	-$358K	–	376
2021 Q3	$358K	Sell	14,496 -5,692	-28%	-$141K	0.02%	242
2021 Q2	$500K	Buy	+20,188	New	+$501K	0.03%	245

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

Prime Capital Investment Advisors's IBDM Position: Q4 2021 in Review

Prime Capital Investment Advisors sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 14,496 shares — an estimated $358K sold.

Prime Capital Investment Advisors first reported a position in IBDM in Q2 2021 and held it in 2 quarters. The position peaked at $500K in Q2 2021. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Prime Capital Investment Advisors reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Prime Capital Investment Advisors sold 14,496 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $358K.
Prime Capital Investment Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q2 2021 and held it in 2 quarters.
Prime Capital Investment Advisors's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $500K in Q2 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.