W
IBDN

WealthStone’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

WealthStone’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$297K Hold
11,698
– – 0.1% 164
2020
Q4 		$299K Hold
11,698
– – 0.11% 134
2020
Q3 		$300K Sell
11,698
-3,903
-25% -$100K 0.14% 105
2020
Q2 		$401K Buy
+15,601
New +$396K 0.19% 80

Other funds holding IBDN

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthStone's IBDN Position: Q1 2021 in Review

WealthStone held its iShares iBonds Dec 2022 Term Corporate ETF (IBDN) position steady in Q1 2021 at 11,698 shares worth $297K. The position accounts for 0.1% of the portfolio, ranked #164.

WealthStone first reported a position in IBDN in Q2 2020 and has held it in 4 quarters since. The position peaked at $401K in Q2 2020. 210 funds tracked by Wall St. Rank hold IBDN as of Q1 2021.

  • WealthStone held 11,698 shares of iShares iBonds Dec 2022 Term Corporate ETF worth $297K as of Q1 2021.
  • WealthStone left its iShares iBonds Dec 2022 Term Corporate ETF share count unchanged in Q1 2021.
  • iShares iBonds Dec 2022 Term Corporate ETF made up 0.1% of WealthStone's portfolio in Q1 2021, its #164 holding.
  • WealthStone first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2020 and has held it in 4 quarters since.
  • WealthStone's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $401K in Q2 2020.
  • 210 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q1 2021.

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