SWPG
IBDM

Strategic Wealth Partners Group’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Strategic Wealth Partners 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
-14,373
Closed -$355K – 69
2021
Q3 		$355K Buy
+14,373
New +$356K 0.07% 51
2021
Q1 		$329K Hold
13,232
– – 0.07% 53
2020
Q4 		$330K Sell
13,232
-1,385
-9% -$34.6K 0.07% 52
2020
Q3 		$366K Buy
14,617
+3,566
+32% +$89.5K 0.09% 47
2020
Q2 		$278K Sell
11,051
-828
-7% -$20.7K 0.07% 51
2020
Q1 		$293K Sell
11,879
-6,222
-34% -$154K 0.09% 47
2019
Q4 		$452K Buy
+18,101
New +$452K 0.11% 43

Other funds holding IBDM

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Strategic Wealth Partners Group's IBDM Position: Q4 2021 in Review

Strategic Wealth Partners Group sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 14,373 shares — an estimated $355K sold.

Strategic Wealth Partners Group first reported a position in IBDM in Q4 2019 and held it in 7 quarters. The position peaked at $452K in Q4 2019. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • Strategic Wealth Partners Group reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • Strategic Wealth Partners Group sold 14,373 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $355K.
  • Strategic Wealth Partners Group first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2019 and held it in 7 quarters.
  • Strategic Wealth Partners Group's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $452K in Q4 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Strategic Wealth Partners Group's 13F filing for Q4 2021, filed 11 Feb 2022.