RW
IBDM

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

RVW Wealth’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
-652,356
Closed -$16M – 145
2021
Q3 		$16M Sell
652,356
-117,498
-15% -$2.91M 1.92% 26
2021
Q2 		$19M Buy
769,854
+6,352
+0.8% +$158K 2.38% 20
2021
Q1 		$19M Buy
763,502
+70,116
+10% +$1.74M 2.48% 19
2020
Q4 		$17M Buy
693,386
+59,463
+9% +$1.48M 2.49% 18
2020
Q3 		$15.9M Buy
633,923
+71,118
+13% +$1.78M 2.68% 17
2020
Q2 		$14.2M Buy
562,805
+62,527
+12% +$1.56M 2.59% 18
2020
Q1 		$12.3M Sell
500,278
-83,998
-14% -$2.08M 2.88% 9
2019
Q4 		$14.6M Buy
584,276
+46,198
+9% +$1.15M 3.19% 13
2019
Q3 		$13.5M Sell
538,078
-17,727
-3% -$442K 3.2% 13
2019
Q2 		$13.9M Buy
555,805
+54,435
+11% +$1.35M 3.3% 12
2019
Q1 		$12.4M Buy
+501,370
New +$12.3M 3.16% 12

Other funds holding IBDM

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

RVW Wealth's IBDM Position: Q4 2021 in Review

RVW Wealth sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 652,356 shares — an estimated $16M sold.

RVW Wealth first reported a position in IBDM in Q1 2019 and held it in 11 quarters. The position peaked at $19M in Q2 2021. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • RVW Wealth reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • RVW Wealth sold 652,356 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $16M.
  • RVW Wealth first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2019 and held it in 11 quarters.
  • RVW Wealth's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $19M in Q2 2021.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on RVW Wealth's 13F filing for Q4 2021, filed 11 Jan 2022.