Question 1

How many shares of IBDM does D.A. DAVIDSON & CO. own?

Accepted Answer

D.A. DAVIDSON & CO. previously held 0 shares of IBDM (iShares iBonds Dec 2021 Term Co) before exiting the position in 2021-Q4.

Question 2

What is D.A. DAVIDSON & CO.'s IBDM position worth?

Accepted Answer

D.A. DAVIDSON & CO.'s IBDM position was last reported at $0 in 2021-Q4 before the exit.

Question 3

Is D.A. DAVIDSON & CO. buying or selling IBDM?

Accepted Answer

In 2021-Q4, D.A. DAVIDSON & CO. exited their IBDM position entirely (-100.0% change in shares).

Question 4

When did D.A. DAVIDSON & CO. first buy IBDM?

Accepted Answer

Based on available 13F filings, D.A. DAVIDSON & CO. first reported a position in IBDM in 2019-Q1. They have held the position across 12 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2021-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$24.72	0
2021-Q3	Increased	203,793	+3.1%	$5M	0.1%	$24.72	28
2021-Q2	Increased	197,689	+5.2%	$4.9M	0.1%	$24.78	28
2021-Q1	Increased	187,895	+2.5%	$4.7M	0.1%	$24.84	28
2020-Q4	Increased	183,390	+18.9%	$4.6M	0.1%	$24.89	32
2020-Q3	Increased	154,198	+37.7%	$3.9M	0.1%	$25.05	35
2020-Q2	Increased	111,975	+14.5%	$2.8M	0.1%	$25.11	30
2020-Q1	Increased	97,811	+2.9%	$2.4M	0.0%	$24.61	27
2019-Q4	Increased	95,089	+82.8%	$2.4M	0.0%	$24.94	40
2019-Q3	Increased	52,017	+27.4%	$1.3M	0.0%	$24.97	32
2019-Q2	Increased	40,838	+154.3%	$1M	0.0%	$24.93	40
2019-Q1	New	16,056	-	$397,000	0.0%	$24.72	33

IBDM12 quarters

IBDM
12 quarters