Wealthspire Advisors (Maryland)’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-419	Closed	-$10K	–	2507
2019 Q1	$10K	Hold	419	–	–	﹤0.01%	1561
2018 Q4	$10K	Hold	419	–	–	﹤0.01%	1489
2018 Q3	$10K	Hold	419	–	–	﹤0.01%	1544
2018 Q2	$10K	Hold	419	–	–	﹤0.01%	1566
2018 Q1	$10K	Hold	419	–	–	﹤0.01%	1595
2017 Q4	$10K	Hold	419	–	–	﹤0.01%	1613
2017 Q3	$10K	Hold	419	–	–	﹤0.01%	1592
2017 Q2	$10K	Buy	+419	New	+$10.5K	﹤0.01%	1557

Other funds holding IBDM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IBDM Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q2 2019, closing a stake of 419 shares — an estimated $10K sold.

Wealthspire Advisors (Maryland) first reported a position in IBDM in Q2 2017 and held it in 8 quarters. The position peaked at $10K in Q1 2019. 149 funds tracked by Wall St. Rank hold IBDM as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 419 iShares iBonds Dec 2021 Term Corporate ETF shares in Q2 2019, an estimated $10K.
Wealthspire Advisors (Maryland) first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s iShares iBonds Dec 2021 Term Corporate ETF position peaked at $10K in Q1 2019.
149 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.