Question 1

How many shares of IBDM does Allworth Financial LP own?

Accepted Answer

Allworth Financial LP previously held 0 shares of IBDM (iShares iBonds Dec 2021 Term Co) before exiting the position in 2021-Q4.

Question 2

What is Allworth Financial LP's IBDM position worth?

Accepted Answer

Allworth Financial LP's IBDM position was last reported at $0 in 2021-Q4 before the exit.

Question 3

Is Allworth Financial LP buying or selling IBDM?

Accepted Answer

In 2021-Q4, Allworth Financial LP exited their IBDM position entirely (-100.0% change in shares).

Question 4

When did Allworth Financial LP first buy IBDM?

Accepted Answer

Based on available 13F filings, Allworth Financial LP first reported a position in IBDM in 2020-Q4. They have held the position across 5 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2021-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$24.72	0
2021-Q3	Decreased	193,214	-2.5%	$4.8M	0.1%	$24.72	0
2021-Q2	Decreased	198,113	-8.2%	$4.9M	0.1%	$24.78	0
2021-Q1	Decreased	215,698	-1.3%	$5.4M	0.1%	$24.84	0
2020-Q4	New	218,447	-	$5.4M	0.1%	$24.89	45

IBDM5 quarters

IBDM
5 quarters