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Retirement Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Retirement Group’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,635
Closed -$95K – 703
2021
Q1 		$95K Sell
3,635
-633
-15% -$16.9K 0.04% 191
2020
Q4 		$117K Buy
4,268
+32
+0.8% +$871 0.05% 167
2020
Q3 		$115K Buy
4,236
+1,035
+32% +$28.1K 0.06% 169
2020
Q2 		$86K Buy
+3,201
New +$82.4K 0.05% 182

Other funds holding IBDU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return

Retirement Group's IBDU Position: Q2 2021 in Review

Retirement Group sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2021, closing a stake of 3,635 shares — an estimated $95K sold.

Retirement Group first reported a position in IBDU in Q2 2020 and held it in 4 quarters. The position peaked at $117K in Q4 2020. 43 funds tracked by Wall St. Rank hold IBDU as of Q2 2021.

  • Retirement Group reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q2 2021 after selling out during the quarter.
  • Retirement Group sold 3,635 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2021, an estimated $95K.
  • Retirement Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2020 and held it in 4 quarters.
  • Retirement Group's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $117K in Q4 2020.
  • 43 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2021.

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