Question 1

How many shares of IBDM does Merit Financial Group, LLC own?

Accepted Answer

Merit Financial Group, LLC previously held 0 shares of IBDM (iShares iBonds Dec 2021 Term Co) before exiting the position in 2021-Q4.

Question 2

What is Merit Financial Group, LLC's IBDM position worth?

Accepted Answer

Merit Financial Group, LLC's IBDM position was last reported at $0 in 2021-Q4 before the exit.

Question 3

Is Merit Financial Group, LLC buying or selling IBDM?

Accepted Answer

In 2021-Q4, Merit Financial Group, LLC exited their IBDM position entirely (-100.0% change in shares).

Question 4

When did Merit Financial Group, LLC first buy IBDM?

Accepted Answer

Based on available 13F filings, Merit Financial Group, LLC first reported a position in IBDM in 2019-Q4. They have held the position across 9 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	395,670	-3.0%	$9.8M	1.0%	$24.72	0
2021-Q2	Decreased	408,119	-2.3%	$10.1M	1.0%	$24.78	0
2021-Q1	Increased	417,837	+19.4%	$10.4M	1.1%	$24.84	52
2020-Q4	Increased	349,883	+0.6%	$8.7M	0.8%	$24.89	39
2020-Q3	Increased	347,754	+2.2%	$8.7M	0.8%	$25.05	40
2020-Q2	Increased	340,341	+22.7%	$8.6M	0.9%	$25.11	47
2020-Q1	Increased	277,435	+5.7%	$6.8M	0.8%	$24.61	41
2019-Q4	New	262,431	-	$6.6M	0.6%	$24.94	53

IBDM9 quarters

IBDM
9 quarters