W
IBDM

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

WealthStone’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
Q1 		$296K Hold
11,937
– – 0.1% 165
2020
Q4 		$297K Hold
11,937
– – 0.11% 135
2020
Q3 		$299K Sell
11,937
-3,987
-25% -$100K 0.14% 107
2020
Q2 		$400K Buy
+15,924
New +$398K 0.19% 82

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthStone's IBDM Position: Q1 2021 in Review

WealthStone held its iShares iBonds Dec 2021 Term Corporate ETF (IBDM) position steady in Q1 2021 at 11,937 shares worth $296K. The position accounts for 0.1% of the portfolio, ranked #165.

WealthStone first reported a position in IBDM in Q2 2020 and has held it in 4 quarters since. The position peaked at $400K in Q2 2020. 199 funds tracked by Wall St. Rank hold IBDM as of Q1 2021.

  • WealthStone held 11,937 shares of iShares iBonds Dec 2021 Term Corporate ETF worth $296K as of Q1 2021.
  • WealthStone left its iShares iBonds Dec 2021 Term Corporate ETF share count unchanged in Q1 2021.
  • iShares iBonds Dec 2021 Term Corporate ETF made up 0.1% of WealthStone's portfolio in Q1 2021, its #165 holding.
  • WealthStone first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q2 2020 and has held it in 4 quarters since.
  • WealthStone's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $400K in Q2 2020.
  • 199 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.