Stonebridge Capital Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Stonebridge Capital Advisors’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	-542	Closed	-$13K	–	1089
2021 Q3	$13K	Sell	542 -542	-50%	-$13.4K	﹤0.01%	583
2021 Q2	$26K	Buy	1,084 +542	+100%	+$13.4K	﹤0.01%	582
2021 Q1	$13K	Buy	+542	New	+$13.5K	﹤0.01%	593
2020 Q1	–	Sell	-1,261	Closed	-$31K	–	898
2019 Q4	$31K	Hold	1,261	–	–	0.01%	392
2019 Q3	$32K	Hold	1,261	–	–	0.01%	387
2019 Q2	$31K	Buy	+1,261	New	+$31.2K	0.01%	395

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

Stonebridge Capital Advisors's IBDM Position: Q4 2021 in Review

Stonebridge Capital Advisors sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 542 shares — an estimated $13K sold.

Stonebridge Capital Advisors first reported a position in IBDM in Q2 2019 and held it in 6 quarters. The position peaked at $32K in Q3 2019. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Stonebridge Capital Advisors reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Stonebridge Capital Advisors sold 542 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $13K.
Stonebridge Capital Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q2 2019 and held it in 6 quarters.
Stonebridge Capital Advisors's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $32K in Q3 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.