TCM
IBDM

TD Capital Management’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

TD Capital 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
-2,083
Closed -$52K – 404
2021
Q3 		$52K Buy
2,083
+4
+0.2% +$99 0.01% 156
2021
Q2 		$52K Buy
2,079
+7
+0.3% +$174 0.01% 149
2021
Q1 		$51K Buy
2,072
+6
+0.3% +$149 0.01% 142
2020
Q4 		$51K Buy
2,066
+14
+0.7% +$350 0.01% 124
2020
Q3 		$51K Buy
2,052
+11
+0.5% +$276 0.01% 117
2020
Q2 		$51K Buy
2,041
+13
+0.6% +$325 0.01% 109
2020
Q1 		$50K Buy
2,028
+8
+0.4% +$198 0.01% 101
2019
Q4 		$50K Buy
2,020
+18
+0.9% +$449 0.01% 113
2019
Q3 		$50K Buy
+2,002
New +$49.9K 0.01% 109

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

TD Capital Management's IBDM Position: Q4 2021 in Review

TD Capital Management sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 2,083 shares — an estimated $52K sold.

TD Capital Management first reported a position in IBDM in Q3 2019 and held it in 9 quarters. The position peaked at $52K in Q3 2021. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • TD Capital Management reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • TD Capital Management sold 2,083 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $52K.
  • TD Capital Management first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2019 and held it in 9 quarters.
  • TD Capital Management's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $52K in Q3 2021.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

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