SWM
IBDN

Shakespeare Wealth Management’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Shakespeare Wealth Management’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-16,702
Closed -$422K – 73
2019
Q4 		$422K Buy
16,702
+38
+0.2% +$961 0.23% 51
2019
Q3 		$422K Buy
16,664
+119
+0.7% +$3K 0.24% 49
2019
Q2 		$417K Buy
+16,545
New +$413K 0.27% 45

Other funds holding IBDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Argent Wealth Management Waltham, Massachusetts $602M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

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

Shakespeare Wealth Management sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q1 2020, closing a stake of 16,702 shares — an estimated $422K sold.

Shakespeare Wealth Management first reported a position in IBDN in Q2 2019 and held it in 3 quarters. The position peaked at $422K in Q4 2019. 172 funds tracked by Wall St. Rank hold IBDN as of Q1 2020.

  • Shakespeare Wealth Management reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
  • Shakespeare Wealth Management sold 16,702 iShares iBonds Dec 2022 Term Corporate ETF shares in Q1 2020, an estimated $422K.
  • Shakespeare Wealth Management first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2019 and held it in 3 quarters.
  • Shakespeare Wealth Management's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $422K in Q4 2019.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q1 2020.

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