RG
IBDD

Retirement Group’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

Retirement Group’s Portfolio IBDD Stock Details IBDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-488
Closed -$13K – 802
2020
Q4 		$13K Sell
488
-12
-2% -$328 0.01% 408
2020
Q3 		$14K Buy
500
+3
+0.6% +$82 0.01% 376
2020
Q2 		$14K Buy
+497
New +$13.4K 0.01% 359
2019
Q4 		$17K Buy
+645
New +$17.3K 0.01% 346

Other funds holding IBDD

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FC
Ferris Capital Marlborough, Massachusetts $437M AUM 8.6% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Retirement Group's IBDD Position: Q1 2021 in Review

Retirement Group sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q1 2021, closing a stake of 488 shares — an estimated $13K sold.

Retirement Group first reported a position in IBDD in Q4 2019 and held it in 4 quarters. The position peaked at $17K in Q4 2019. 21 funds tracked by Wall St. Rank hold IBDD as of Q1 2021.

  • Retirement Group reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q1 2021 after selling out during the quarter.
  • Retirement Group sold 488 iShares iBonds Mar 2023 Term Corporate ETF shares in Q1 2021, an estimated $13K.
  • Retirement Group first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q4 2019 and held it in 4 quarters.
  • Retirement Group's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $17K in Q4 2019.
  • 21 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q1 2021.

Based on Retirement Group's 13F filing for Q1 2021, filed 4 May 2021.