Sowell Financial Services’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Sowell Financial Services’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	-86	Closed	-$2K	–	3218
2021 Q1	$2K	Sell	86 -885	-91%	-$22K	﹤0.01%	2886
2020 Q4	$24K	Buy	971 +86	+10%	+$2.15K	﹤0.01%	1669
2020 Q3	$22K	Hold	885	–	–	﹤0.01%	1526
2020 Q2	$22K	Sell	885 -6	-0.7%	-$150	﹤0.01%	1435
2020 Q1	$22K	Hold	891	–	–	﹤0.01%	1369
2019 Q4	$22K	Sell	891 -784	-47%	-$19.6K	﹤0.01%	1412
2019 Q3	$42K	Buy	+1,675	New	+$41.8K	﹤0.01%	1051
2017 Q4	–	Sell	-9,070	Closed	-$226K	–	282
2017 Q3	$226K	Sell	9,070 -22,359	-71%	-$560K	0.06%	225
2017 Q2	$786K	Buy	31,429 +3,092	+11%	+$77.2K	0.22%	99
2017 Q1	$709K	Sell	28,337 -4,669	-14%	-$116K	0.21%	109
2016 Q4	$816K	Buy	+33,006	New	+$822K	0.27%	90

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 $74.2B AUM 21.09% 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

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

Sowell Financial Services's IBDM Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q2 2021, closing a stake of 86 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in IBDM in Q4 2016 and held it in 11 quarters. The position peaked at $816K in Q4 2016. 195 funds tracked by Wall St. Rank hold IBDM as of Q2 2021.

Sowell Financial Services reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 86 iShares iBonds Dec 2021 Term Corporate ETF shares in Q2 2021, an estimated $2K.
Sowell Financial Services first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2016 and held it in 11 quarters.
Sowell Financial Services's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $816K in Q4 2016.
195 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.