SWM
IBDM

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

Shakespeare 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
2020
Q1 		– Sell
-14,128
Closed -$353K – 74
2019
Q4 		$353K Buy
14,128
+32
+0.2% +$799 0.19% 54
2019
Q3 		$352K Buy
14,096
+93
+0.7% +$2.32K 0.2% 53
2019
Q2 		$349K Buy
+14,003
New +$347K 0.23% 52

Other funds holding IBDM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
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

Shakespeare Wealth Management's IBDM Position: Q1 2020 in Review

Shakespeare Wealth Management sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q1 2020, closing a stake of 14,128 shares — an estimated $353K sold.

Shakespeare Wealth Management first reported a position in IBDM in Q2 2019 and held it in 3 quarters. The position peaked at $353K in Q4 2019. 188 funds tracked by Wall St. Rank hold IBDM as of Q1 2020.

  • Shakespeare Wealth Management reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
  • Shakespeare Wealth Management sold 14,128 iShares iBonds Dec 2021 Term Corporate ETF shares in Q1 2020, an estimated $353K.
  • Shakespeare Wealth Management first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q2 2019 and held it in 3 quarters.
  • Shakespeare Wealth Management's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $353K in Q4 2019.
  • 188 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q1 2020.

Based on Shakespeare Wealth Management's 13F filing for Q1 2020, filed 1 Apr 2020.