SEI Investments
IBDM

SEI Investments’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

SEI Investments’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
2017
Q4 		– Sell
-606
Closed -$15K – 3673
2017
Q3 		$15K Buy
+606
New +$15.2K ﹤0.01% 2591

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

SEI Investments's IBDM Position: Q4 2017 in Review

SEI Investments sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2017, closing a stake of 606 shares — an estimated $15K sold.

SEI Investments first reported a position in IBDM in Q3 2017 and held it in 1 quarter. The position peaked at $15K in Q3 2017. 79 funds tracked by Wall St. Rank hold IBDM as of Q4 2017.

  • SEI Investments reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2017 after selling out during the quarter.
  • SEI Investments sold 606 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2017, an estimated $15K.
  • SEI Investments first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2017 and held it in 1 quarter.
  • SEI Investments's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $15K in Q3 2017.
  • 79 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2017.

Based on SEI Investments's 13F filing for Q4 2017, filed 8 Feb 2018.