Seizert Capital Partners’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Seizert Capital Partners’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
2020 Q1	–	Sell	-9,101	Closed	-$227K	–	243
2019 Q4	$227K	Hold	9,101	–	–	0.01%	195
2019 Q3	$228K	Hold	9,101	–	–	0.01%	190
2019 Q2	$227K	Hold	9,101	–	–	0.01%	200
2019 Q1	$225K	Hold	9,101	–	–	0.01%	207
2018 Q4	$222K	Hold	9,101	–	–	0.01%	197
2018 Q3	$222K	Hold	9,101	–	–	0.01%	214
2018 Q2	$223K	Hold	9,101	–	–	0.01%	212
2018 Q1	$223K	Buy	+9,101	New	+$224K	0.01%	212

Other funds holding IBDM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Seizert Capital Partners's IBDM Position: Q1 2020 in Review

Seizert Capital Partners sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q1 2020, closing a stake of 9,101 shares — an estimated $227K sold.

Seizert Capital Partners first reported a position in IBDM in Q1 2018 and held it in 8 quarters. The position peaked at $228K in Q3 2019. 188 funds tracked by Wall St. Rank hold IBDM as of Q1 2020.

Seizert Capital Partners reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
Seizert Capital Partners sold 9,101 iShares iBonds Dec 2021 Term Corporate ETF shares in Q1 2020, an estimated $227K.
Seizert Capital Partners first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2018 and held it in 8 quarters.
Seizert Capital Partners's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $228K in Q3 2019.
188 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q1 2020.

Based on Seizert Capital Partners's 13F filing for Q1 2020, filed 5 May 2020.