RG
IBDM

Retirement Group’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Retirement Group’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
Q2 		– Sell
-18
Closed – – 810
2021
Q1 		$0 Hold
18
– – ﹤0.01% 813
2020
Q4 		$2K Sell
18
-85
-83% -$2.12K ﹤0.01% 593
2020
Q3 		$3K Hold
103
– – ﹤0.01% 552
2020
Q2 		$3K Buy
+103
New +$2.58K ﹤0.01% 523
2019
Q4 		$9K Buy
+357
New +$8.91K 0.01% 398

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Group's IBDM Position: Q2 2021 in Review

Retirement Group sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q2 2021, closing a stake of 18 shares.

Retirement Group first reported a position in IBDM in Q4 2019 and held it in 5 quarters. The position peaked at $9K in Q4 2019. 195 funds tracked by Wall St. Rank hold IBDM as of Q2 2021.

  • Retirement Group reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q2 2021 after selling out during the quarter.
  • Retirement Group sold 18 iShares iBonds Dec 2021 Term Corporate ETF shares in Q2 2021.
  • Retirement Group first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2019 and held it in 5 quarters.
  • Retirement Group's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $9K in Q4 2019.
  • 195 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q2 2021.

Based on Retirement Group's 13F filing for Q2 2021, filed 17 Aug 2021.