William Blair & Company
IBDM

William Blair & Company’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

William Blair & Company’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
-50,825
Closed -$1.26M – 2048
2021
Q3 		$1.26M Sell
50,825
-450
-0.9% -$11.1K ﹤0.01% 838
2021
Q2 		$1.27M Buy
51,275
+4,000
+8% +$99.2K ﹤0.01% 839
2021
Q1 		$1.18M Buy
47,275
+898
+2% +$22.3K ﹤0.01% 844
2020
Q4 		$1.16M Buy
46,377
+5,402
+13% +$135K ﹤0.01% 807
2020
Q3 		$1.03M Buy
40,975
+40,150
+4,867% +$1.01M ﹤0.01% 747
2020
Q2 		$21K Hold
825
– – ﹤0.01% 1533
2020
Q1 		$20K Hold
825
– – ﹤0.01% 1494
2019
Q4 		$21K Hold
825
– – ﹤0.01% 1581
2019
Q3 		$21K Hold
825
– – ﹤0.01% 1541
2019
Q2 		$21K Hold
825
– – ﹤0.01% 1583
2019
Q1 		$20K Hold
825
– – ﹤0.01% 1568
2018
Q4 		$20K Buy
+825
New +$20K ﹤0.01% 1492

Other funds holding IBDM

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

William Blair & Company's IBDM Position: Q4 2021 in Review

William Blair & Company sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 50,825 shares — an estimated $1.26M sold.

William Blair & Company first reported a position in IBDM in Q4 2018 and held it in 12 quarters. The position peaked at $1.27M in Q2 2021. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • William Blair & Company reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • William Blair & Company sold 50,825 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $1.26M.
  • William Blair & Company first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2018 and held it in 12 quarters.
  • William Blair & Company's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $1.27M in Q2 2021.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on William Blair & Company's 13F filing for Q4 2021, filed 14 Feb 2022.