StoneX Group’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

StoneX 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
2021 Q4	–	Sell	-23,588	Closed	-$583K	–	621
2021 Q3	$583K	Buy	23,588 +717	+3%	+$17.7K	0.08%	231
2021 Q2	$567K	Sell	22,871 -515	-2%	-$12.8K	0.08%	232
2021 Q1	$581K	Sell	23,386 -12,377	-35%	-$308K	0.1%	195
2020 Q4	$891K	Buy	35,763 +21,046	+143%	+$526K	0.2%	103
2020 Q3	$369K	Buy	14,717 +4,527	+44%	+$114K	0.12%	201
2020 Q2	$256K	Buy	+10,190	New	+$255K	0.1%	234

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

StoneX Group's IBDM Position: Q4 2021 in Review

StoneX Group sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 23,588 shares — an estimated $583K sold.

StoneX Group first reported a position in IBDM in Q2 2020 and held it in 6 quarters. The position peaked at $891K in Q4 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

StoneX Group reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
StoneX Group sold 23,588 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $583K.
StoneX Group first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q2 2020 and held it in 6 quarters.
StoneX Group's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $891K in Q4 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on StoneX Group's 13F filing for Q4 2021, filed 10 Feb 2022.