SFSG
IBDM

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

Stearns Financial Services 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
2020
Q3 		$50K Buy
2,009
+11
+0.6% +$276 0.01% 172
2020
Q2 		$50K Buy
+1,998
New +$50K 0.01% 161

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stearns Financial Services Group's IBDM Position: Q3 2020 in Review

Stearns Financial Services Group increased its iShares iBonds Dec 2021 Term Corporate ETF (IBDM) stake by 0.55% in Q3 2020, buying an estimated $276 and bringing the position to 2,009 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #172.

Stearns Financial Services Group first reported a position in IBDM in Q2 2020 and has held it in 2 quarters since. 195 funds tracked by Wall St. Rank hold IBDM as of Q3 2020.

  • Stearns Financial Services Group held 2,009 shares of iShares iBonds Dec 2021 Term Corporate ETF worth $50K as of Q3 2020.
  • Stearns Financial Services Group bought 11 iShares iBonds Dec 2021 Term Corporate ETF shares in Q3 2020, an estimated $276.
  • iShares iBonds Dec 2021 Term Corporate ETF made up 0.01% of Stearns Financial Services Group's portfolio in Q3 2020, its #172 holding.
  • Stearns Financial Services Group first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q2 2020 and has held it in 2 quarters since.
  • 195 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.