RWM
IBDM

Ritholtz Wealth Management’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Ritholtz Wealth Management’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
Q4 		– Sell
-118,952
Closed -$2.94M – 594
2021
Q3 		$2.94M Sell
118,952
-6,186
-5% -$153K 0.2% 50
2021
Q2 		$3.1M Buy
125,138
+218
+0.2% +$5.41K 0.22% 45
2021
Q1 		$3.1M Sell
124,920
-3,015
-2% -$75K 0.26% 40
2020
Q4 		$3.19M Buy
127,935
+1,306
+1% +$32.6K 0.31% 31
2020
Q3 		$3.17M Buy
126,629
+2,149
+2% +$53.9K 0.36% 29
2020
Q2 		$3.13M Buy
124,480
+9,637
+8% +$241K 0.4% 29
2020
Q1 		$2.83M Buy
114,843
+2,782
+2% +$69K 0.45% 21
2019
Q4 		$2.8M Buy
112,061
+13,863
+14% +$346K 0.41% 25
2019
Q3 		$2.46M Sell
98,198
-704
-0.7% -$17.5K 0.4% 25
2019
Q2 		$2.47M Buy
98,902
+11,521
+13% +$285K 0.42% 26
2019
Q1 		$2.16M Buy
87,381
+9,948
+13% +$244K 0.4% 29
2018
Q4 		$1.89M Buy
77,433
+17,045
+28% +$413K 0.43% 29
2018
Q3 		$1.47M Buy
60,388
+10,964
+22% +$267K 0.37% 23
2018
Q2 		$1.2M Buy
49,424
+17,860
+57% +$435K 0.33% 26
2018
Q1 		$772K Buy
+31,564
New +$776K 0.22% 43

Other funds holding IBDM

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Ritholtz Wealth Management's IBDM Position: Q4 2021 in Review

Ritholtz Wealth Management sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 118,952 shares — an estimated $2.94M sold.

Ritholtz Wealth Management first reported a position in IBDM in Q1 2018 and held it in 15 quarters. The position peaked at $3.19M in Q4 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • Ritholtz Wealth Management reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • Ritholtz Wealth Management sold 118,952 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $2.94M.
  • Ritholtz Wealth Management first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2018 and held it in 15 quarters.
  • Ritholtz Wealth Management's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $3.19M in Q4 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Ritholtz Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.