Wells Financial Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Wells Financial Advisors’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	-33,757	Closed	-$835K	–	64
2021 Q3	$835K	Hold	33,757	–	–	0.71%	25
2021 Q2	$836K	Hold	33,757	–	–	0.71%	25
2021 Q1	$839K	Sell	33,757 -3,240	-9%	-$80.6K	0.75%	25
2020 Q4	$922K	Buy	+36,997	New	+$924K	0.79%	23

Other funds holding IBDM

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Wells Financial Advisors's IBDM Position: Q4 2021 in Review

Wells Financial Advisors sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 33,757 shares — an estimated $835K sold.

Wells Financial Advisors first reported a position in IBDM in Q4 2020 and held it in 4 quarters. The position peaked at $922K in Q4 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Wells Financial Advisors reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Wells Financial Advisors sold 33,757 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $835K.
Wells Financial Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2020 and held it in 4 quarters.
Wells Financial Advisors's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $922K in Q4 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Wells Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.