PWM
IBDM

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

PRW 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
Q3 		– Sell
-32,455
Closed -$804K – 311
2021
Q2 		$804K Buy
+32,455
New +$805K 0.24% 114

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

PRW Wealth Management's IBDM Position: Q3 2021 in Review

PRW Wealth Management sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q3 2021, closing a stake of 32,455 shares — an estimated $804K sold.

PRW Wealth Management first reported a position in IBDM in Q2 2021 and held it in 1 quarter. The position peaked at $804K in Q2 2021. 201 funds tracked by Wall St. Rank hold IBDM as of Q3 2021.

  • PRW Wealth Management reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 32,455 iShares iBonds Dec 2021 Term Corporate ETF shares in Q3 2021, an estimated $804K.
  • PRW Wealth Management first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $804K in Q2 2021.
  • 201 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.