WSTAM
IBDN

Wilbanks Smith & Thomas Asset Management’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q3 		– Sell
-20,000
Closed -$508K – 534
2021
Q2 		$508K Buy
20,000
+10,000
+100% +$254K 0.02% 306
2021
Q1 		$255K Buy
+10,000
New +$255K 0.01% 406

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IBDN Position: Q3 2021 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q3 2021, closing a stake of 20,000 shares — an estimated $508K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IBDN in Q1 2021 and held it in 2 quarters. The position peaked at $508K in Q2 2021. 205 funds tracked by Wall St. Rank hold IBDN as of Q3 2021.

  • Wilbanks Smith & Thomas Asset Management reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q3 2021 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 20,000 iShares iBonds Dec 2022 Term Corporate ETF shares in Q3 2021, an estimated $508K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2021 and held it in 2 quarters.
  • Wilbanks Smith & Thomas Asset Management's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $508K in Q2 2021.
  • 205 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q3 2021.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q3 2021, filed 4 Nov 2021.