Studio Investment Management’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Studio Investment Management’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	-178,581	Closed	-$4.42M	–	112
2021 Q3	$4.42M	Buy	+178,581	New	+$4.42M	1.89%	12

Other funds holding IBDM

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Studio Investment Management's IBDM Position: Q4 2021 in Review

Studio Investment Management sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 178,581 shares — an estimated $4.42M sold.

Studio Investment Management first reported a position in IBDM in Q3 2021 and held it in 1 quarter. The position peaked at $4.42M in Q3 2021. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Studio Investment Management reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Studio Investment Management sold 178,581 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $4.42M.
Studio Investment Management first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2021 and held it in 1 quarter.
Studio Investment Management's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $4.42M in Q3 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Studio Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.