SFS
IBDN

Sowell Financial Services’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-1,802
Closed -$46K – 3210
2021
Q1 		$46K Buy
+1,802
New +$46K ﹤0.01% 1695
2017
Q1 		– Sell
-4,325
Closed -$107K – 658
2016
Q4 		$107K Buy
+4,325
New +$108K 0.04% 264

Other funds holding IBDN

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 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
HighTower Advisors
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

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

Sowell Financial Services sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q2 2021, closing a stake of 1,802 shares — an estimated $46K sold.

Sowell Financial Services first reported a position in IBDN in Q4 2016 and held it in 2 quarters. The position peaked at $107K in Q4 2016. 202 funds tracked by Wall St. Rank hold IBDN as of Q2 2021.

  • Sowell Financial Services reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,802 iShares iBonds Dec 2022 Term Corporate ETF shares in Q2 2021, an estimated $46K.
  • Sowell Financial Services first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2016 and held it in 2 quarters.
  • Sowell Financial Services's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $107K in Q4 2016.
  • 202 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q2 2021.

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