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Retirement Group’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Retirement Group’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,034
Closed -$100K – 702
2021
Q1 		$100K Buy
4,034
+60
+2% +$1.53K 0.05% 186
2020
Q4 		$104K Buy
3,974
+2,117
+114% +$54.9K 0.05% 177
2020
Q3 		$48K Buy
+1,857
New +$48K 0.03% 249

Other funds holding IBDV

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
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
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $202M AUM 11.53% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Group's IBDV Position: Q2 2021 in Review

Retirement Group sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q2 2021, closing a stake of 4,034 shares — an estimated $100K sold.

Retirement Group first reported a position in IBDV in Q3 2020 and held it in 3 quarters. The position peaked at $104K in Q4 2020. 29 funds tracked by Wall St. Rank hold IBDV as of Q2 2021.

  • Retirement Group reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q2 2021 after selling out during the quarter.
  • Retirement Group sold 4,034 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2021, an estimated $100K.
  • Retirement Group first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2020 and held it in 3 quarters.
  • Retirement Group's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $104K in Q4 2020.
  • 29 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2021.

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