Rockbridge Investment Management’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Rockbridge Investment 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	-1,791	Closed	-$44K	–	847
2021 Q3	$44K	Sell	1,791 -1,178	-40%	-$29.2K	0.01%	340
2021 Q2	$74K	Hold	2,969	–	–	0.01%	261
2021 Q1	$74K	Hold	2,969	–	–	0.01%	251
2020 Q4	$74K	Hold	2,969	–	–	0.02%	240
2020 Q3	$74K	Buy	+2,969	New	+$74.5K	0.02%	225

Other funds holding IBDM

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Rockbridge Investment Management's IBDM Position: Q4 2021 in Review

Rockbridge Investment Management sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 1,791 shares — an estimated $44K sold.

Rockbridge Investment Management first reported a position in IBDM in Q3 2020 and held it in 5 quarters. The position peaked at $74K in Q2 2021. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Rockbridge Investment Management reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Rockbridge Investment Management sold 1,791 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $44K.
Rockbridge Investment Management first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2020 and held it in 5 quarters.
Rockbridge Investment Management's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $74K in Q2 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Rockbridge Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.