WWM
IBDM

WJ Wealth Management’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

WJ Wealth 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
2020
Q3 		– Sell
-9,520
Closed -$240K – 52
2020
Q2 		$240K Buy
+9,520
New +$238K 0.17% 44

Other funds holding IBDM

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
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WJ Wealth Management's IBDM Position: Q3 2020 in Review

WJ Wealth Management sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q3 2020, closing a stake of 9,520 shares — an estimated $240K sold.

WJ Wealth Management first reported a position in IBDM in Q2 2020 and held it in 1 quarter. The position peaked at $240K in Q2 2020. 195 funds tracked by Wall St. Rank hold IBDM as of Q3 2020.

  • WJ Wealth Management reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q3 2020 after selling out during the quarter.
  • WJ Wealth Management sold 9,520 iShares iBonds Dec 2021 Term Corporate ETF shares in Q3 2020, an estimated $240K.
  • WJ Wealth Management first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q2 2020 and held it in 1 quarter.
  • WJ Wealth Management's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $240K in Q2 2020.
  • 195 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q3 2020.

Based on WJ Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.