Question 1

How many shares of IBDM does Steward Partners Investment Advisory, LLC own?

Accepted Answer

Steward Partners Investment Advisory, LLC previously held 0 shares of IBDM (iShares iBonds Dec 2021 Term Co) before exiting the position in 2021-Q4.

Question 2

What is Steward Partners Investment Advisory, LLC's IBDM position worth?

Accepted Answer

Steward Partners Investment Advisory, LLC's IBDM position was last reported at $0 in 2021-Q4 before the exit.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling IBDM?

Accepted Answer

In 2021-Q4, Steward Partners Investment Advisory, LLC exited their IBDM position entirely (-100.0% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy IBDM?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in IBDM in 2019-Q2. They have held the position across 11 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	28,864	-28.7%	$714,000	0.0%	$24.72	0
2021-Q2	Decreased	40,484	-40.7%	$1M	0.0%	$24.78	0
2021-Q1	Increased	68,272	+37.3%	$849.1M	0.0%	$24.84	42
2020-Q4	Decreased	49,738	-14.5%	$1.2M	0.0%	$24.89	0
2020-Q3	Increased	58,169	+220.7%	$1.5M	0.0%	$25.05	41
2020-Q2	Increased	18,139	+809.2%	$456,000	0.0%	$25.11	39
2020-Q1	Unchanged	1,995	0.0%	$49,000	0.0%	$24.61	0
2019-Q4	Unchanged	1,995	0.0%	$49,000	0.0%	$24.94	0
2019-Q3	Unchanged	1,995	0.0%	$49,000	0.0%	$24.97	0
2019-Q2	New	1,995	-	$49,000	0.0%	$24.93	28

IBDM11 quarters

IBDM
11 quarters