Wilbanks Smith & Thomas Asset Management’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Wilbanks Smith & Thomas Asset 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	-8,179	Closed	-$202K	–	532
2021 Q3	$202K	Sell	8,179 -24,000	-75%	-$594K	0.01%	480
2021 Q2	$797K	Buy	32,179 +4,000	+14%	+$99.2K	0.03%	245
2021 Q1	$700K	Hold	28,179	–	–	0.03%	248
2020 Q4	$702K	Hold	28,179	–	–	0.03%	227
2020 Q3	$706K	Buy	28,179 +19,179	+213%	+$481K	0.04%	207
2020 Q2	$226K	Buy	+9,000	New	+$225K	0.01%	355

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

Wilbanks Smith & Thomas Asset Management's IBDM Position: Q4 2021 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 8,179 shares — an estimated $202K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IBDM in Q2 2020 and held it in 6 quarters. The position peaked at $797K in Q2 2021. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Wilbanks Smith & Thomas Asset Management reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 8,179 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $202K.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q2 2020 and held it in 6 quarters.
Wilbanks Smith & Thomas Asset Management's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $797K in Q2 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2021, filed 8 Feb 2022.