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Retirement Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Retirement Group’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,036
Closed -$86K – 701
2021
Q1 		$86K Sell
3,036
-1,437
-32% -$41.5K 0.04% 203
2020
Q4 		$132K Sell
4,473
-658
-13% -$19.3K 0.06% 156
2020
Q3 		$149K Buy
5,131
+1,653
+48% +$48.4K 0.08% 147
2020
Q2 		$100K Buy
+3,478
New +$96.7K 0.06% 165
2019
Q4 		$14K Buy
+504
New +$14K 0.01% 362

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Retirement Group's IBDT Position: Q2 2021 in Review

Retirement Group sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2021, closing a stake of 3,036 shares — an estimated $86K sold.

Retirement Group first reported a position in IBDT in Q4 2019 and held it in 5 quarters. The position peaked at $149K in Q3 2020. 77 funds tracked by Wall St. Rank hold IBDT as of Q2 2021.

  • Retirement Group reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q2 2021 after selling out during the quarter.
  • Retirement Group sold 3,036 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2021, an estimated $86K.
  • Retirement Group first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2019 and held it in 5 quarters.
  • Retirement Group's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $149K in Q3 2020.
  • 77 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2021.

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