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Retirement Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Retirement Group’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,376
Closed -$63K – 700
2021
Q1 		$63K Sell
2,376
-2,055
-46% -$55.9K 0.03% 246
2020
Q4 		$134K Sell
4,431
-1,288
-23% -$35.2K 0.06% 154
2020
Q3 		$155K Buy
5,719
+1,312
+30% +$35.7K 0.09% 142
2020
Q2 		$119K Buy
+4,407
New +$115K 0.07% 146
2019
Q4 		$32K Buy
+1,224
New +$31.7K 0.02% 266

Other funds holding IBDS

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Retirement Group's IBDS Position: Q2 2021 in Review

Retirement Group sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2021, closing a stake of 2,376 shares — an estimated $63K sold.

Retirement Group first reported a position in IBDS in Q4 2019 and held it in 5 quarters. The position peaked at $155K in Q3 2020. 89 funds tracked by Wall St. Rank hold IBDS as of Q2 2021.

  • Retirement Group reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2021 after selling out during the quarter.
  • Retirement Group sold 2,376 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2021, an estimated $63K.
  • Retirement Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2019 and held it in 5 quarters.
  • Retirement Group's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $155K in Q3 2020.
  • 89 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2021.

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