Stephens Inc’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Stephens Inc’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 Q4	–	Sell	-11,150	Closed	-$276K	–	1446
2021 Q3	$276K	Hold	11,150	–	–	﹤0.01%	1080
2021 Q2	$276K	Hold	11,150	–	–	﹤0.01%	1074
2021 Q1	$277K	Hold	11,150	–	–	﹤0.01%	1034
2020 Q4	$278K	Hold	11,150	–	–	0.01%	958
2020 Q3	$279K	Buy	+11,150	New	+$280K	0.01%	912

Other funds holding IBDM

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Stephens Inc's IBDM Position: Q4 2021 in Review

Stephens Inc sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 11,150 shares — an estimated $276K sold.

Stephens Inc first reported a position in IBDM in Q3 2020 and held it in 5 quarters. The position peaked at $279K in Q3 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Stephens Inc reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Stephens Inc sold 11,150 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $276K.
Stephens Inc first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2020 and held it in 5 quarters.
Stephens Inc's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $279K in Q3 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Stephens Inc's 13F filing for Q4 2021, filed 7 Mar 2022.