SG
IBDM

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

Strid 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
Q3 		– Hold
0
– – – 19
2021
Q2 		– Hold
0
– – – 19
2021
Q1 		– Hold
0
– – – 24
2020
Q4 		– Hold
0
– – – 23
2020
Q3 		– Hold
0
– – – 24

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return