PWC
IBDM

PYA Waltman Capital’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

PYA Waltman Capital’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
Q1 		– Sell
-2,882
Closed -$72K – 57
2020
Q4 		$72K Buy
+2,882
New +$72K 0.04% 46

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PYA Waltman Capital's IBDM Position: Q1 2021 in Review

PYA Waltman Capital sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q1 2021, closing a stake of 2,882 shares — an estimated $72K sold.

PYA Waltman Capital first reported a position in IBDM in Q4 2020 and held it in 1 quarter. The position peaked at $72K in Q4 2020. 199 funds tracked by Wall St. Rank hold IBDM as of Q1 2021.

  • PYA Waltman Capital reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q1 2021 after selling out during the quarter.
  • PYA Waltman Capital sold 2,882 iShares iBonds Dec 2021 Term Corporate ETF shares in Q1 2021, an estimated $72K.
  • PYA Waltman Capital first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2020 and held it in 1 quarter.
  • PYA Waltman Capital's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $72K in Q4 2020.
  • 199 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q1 2021.

Based on PYA Waltman Capital's 13F filing for Q1 2021, filed 10 May 2021.