Sound Income Strategies’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Sound Income Strategies’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 Q2	–	Sell	-97	Closed	-$2.41K	–	1099
2021 Q1	$2.41K	Hold	97	–	–	﹤0.01%	736
2020 Q4	$2K	Hold	97	–	–	﹤0.01%	750
2020 Q3	$2K	Buy	97 +1	+1%	+$25	﹤0.01%	705
2020 Q2	$2K	Hold	96	–	–	﹤0.01%	673
2020 Q1	$2K	Buy	96 +1	+1%	+$25	﹤0.01%	632
2019 Q4	$2K	Buy	95 +1	+1%	+$25	﹤0.01%	603
2019 Q3	$2K	Sell	94 -41	-30%	-$1.02K	﹤0.01%	570
2019 Q2	$3K	Hold	135	–	–	﹤0.01%	532
2019 Q1	$3K	Sell	135 -847	-86%	-$20.8K	﹤0.01%	530
2018 Q4	$24K	Sell	982 -139	-12%	-$3.37K	0.01%	213
2018 Q3	$27K	Sell	1,121 -513	-31%	-$12.5K	0.01%	204
2018 Q2	$40K	Sell	1,634 -1,054	-39%	-$25.7K	0.02%	136
2018 Q1	$66K	Buy	+2,688	New	+$66K	0.04%	93

Other funds holding IBDM

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

ACA

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Sound Income Strategies's IBDM Position: Q2 2021 in Review

Sound Income Strategies sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q2 2021, closing a stake of 97 shares — an estimated $2.41K sold.

Sound Income Strategies first reported a position in IBDM in Q1 2018 and held it in 13 quarters. The position peaked at $66K in Q1 2018. 195 funds tracked by Wall St. Rank hold IBDM as of Q2 2021.

Sound Income Strategies reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q2 2021 after selling out during the quarter.
Sound Income Strategies sold 97 iShares iBonds Dec 2021 Term Corporate ETF shares in Q2 2021, an estimated $2.41K.
Sound Income Strategies first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2018 and held it in 13 quarters.
Sound Income Strategies's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $66K in Q1 2018.
195 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q2 2021.

Based on Sound Income Strategies's 13F filing for Q2 2021, filed 13 Jul 2021.