4FG
IBDN

4Thought Financial Group’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

4Thought Financial Group’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,644
Closed -$66K – 93
2022
Q3 		$66K Sell
2,644
-3,866
-59% -$96.7K 0.06% 53
2022
Q2 		$163K Sell
6,510
-6,096
-48% -$153K 0.15% 48
2022
Q1 		$316K Buy
12,606
+199
+2% +$4.99K 0.28% 41
2021
Q4 		$312K Buy
12,407
+2,124
+21% +$53.6K 0.25% 44
2021
Q3 		$260K Buy
10,283
+4,067
+65% +$103K 0.23% 44
2021
Q2 		$158K Buy
6,216
+120
+2% +$3.05K 0.14% 50
2021
Q1 		$155K Buy
+6,096
New +$155K 0.15% 48

Other funds holding IBDN

OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

4Thought Financial Group's IBDN Position: Q4 2022 in Review

4Thought Financial Group sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 2,644 shares — an estimated $66K sold.

4Thought Financial Group first reported a position in IBDN in Q1 2021 and held it in 7 quarters. The position peaked at $316K in Q1 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • 4Thought Financial Group reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • 4Thought Financial Group sold 2,644 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $66K.
  • 4Thought Financial Group first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2021 and held it in 7 quarters.
  • 4Thought Financial Group's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $316K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on 4Thought Financial Group's 13F filing for Q4 2022, filed 8 Feb 2023.