Sowa Financial Group’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Sowa Financial Group’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 Q1	–	Sell	-8,014	Closed	-$200K	–	241
2020 Q4	$200K	Buy	8,014 +25	+0.3%	+$624	0.13%	65
2020 Q3	$200K	Buy	7,989 +18	+0.2%	+$452	0.14%	61
2020 Q2	$200K	Buy	7,971 +22	+0.3%	+$550	0.15%	63
2020 Q1	$196K	Buy	7,949 +16	+0.2%	+$397	0.17%	52
2019 Q4	$198K	Buy	+7,933	New	+$198K	0.16%	59

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

RJFSA

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

Sowa Financial Group's IBDM Position: Q1 2021 in Review

Sowa Financial Group sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q1 2021, closing a stake of 8,014 shares — an estimated $200K sold.

Sowa Financial Group first reported a position in IBDM in Q4 2019 and held it in 5 quarters. The position peaked at $200K in Q4 2020. 199 funds tracked by Wall St. Rank hold IBDM as of Q1 2021.

Sowa Financial Group reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q1 2021 after selling out during the quarter.
Sowa Financial Group sold 8,014 iShares iBonds Dec 2021 Term Corporate ETF shares in Q1 2021, an estimated $200K.
Sowa Financial Group first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2019 and held it in 5 quarters.
Sowa Financial Group's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $200K in Q4 2020.
199 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.