9258 Wealth Management’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

9258 Wealth Management’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	-41,478	Closed	-$1.04M	–	347
2022 Q3	$1.04M	Sell	41,478 -65,920	-61%	-$1.65M	0.27%	85
2022 Q2	$2.69M	Buy	+107,398	New	+$2.69M	0.69%	28

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

9258 Wealth Management's IBDN Position: Q4 2022 in Review

9258 Wealth Management sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 41,478 shares — an estimated $1.04M sold.

9258 Wealth Management first reported a position in IBDN in Q2 2022 and held it in 2 quarters. The position peaked at $2.69M in Q2 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

9258 Wealth Management reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
9258 Wealth Management sold 41,478 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $1.04M.
9258 Wealth Management first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2022 and held it in 2 quarters.
9258 Wealth Management's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $2.69M in Q2 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on 9258 Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.