Advisory Services Network’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,983
| Closed | -$52.7K | – | 3965 |
|
|
2023
Q1 | $52.7K | Buy |
1,983
+13
| +0.7% | +$345 | ﹤0.01% | 1992 |
|
|
2022
Q4 | $52.2K | Buy |
+1,970
| New | +$52.1K | ﹤0.01% | 1953 |
|
|
2020
Q2 | – | Sell |
-464
| Closed | -$12K | – | 2937 |
|
|
2020
Q1 | $12K | Sell |
464
-52
| -10% | -$1.39K | ﹤0.01% | 2152 |
|
|
2019
Q4 | $14K | Hold |
516
| – | – | ﹤0.01% | 2211 |
|
|
2019
Q3 | $14K | Hold |
516
| – | – | ﹤0.01% | 2020 |
|
|
2019
Q2 | $14K | Buy |
516
+115
| +29% | +$3.04K | ﹤0.01% | 2018 |
|
|
2019
Q1 | $11K | Buy |
+401
| New | +$10.4K | ﹤0.01% | 1831 |
|
|
2016
Q2 | – | Sell |
-332
| Closed | -$9K | – | 1972 |
|
|
2016
Q1 | $9K | Hold |
332
| – | – | ﹤0.01% | 1115 |
|
|
2015
Q4 | $9K | Hold |
332
| – | – | ﹤0.01% | 974 |
|
|
2015
Q3 | $9K | Sell |
332
-3,432
| -91% | -$89.2K | ﹤0.01% | 962 |
|
|
2015
Q2 | $98K | Sell |
3,764
-5,048
| -57% | -$134K | 0.03% | 383 |
|
|
2015
Q1 | $237K | Sell |
8,812
-788
| -8% | -$21.1K | 0.07% | 262 |
|
|
2014
Q4 | $258K | Buy |
+9,600
| New | +$253K | 0.08% | 220 |
|
Advisory Services Network's IBDD Position: Q2 2023 in Review
Advisory Services Network sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q2 2023, closing a stake of 1,983 shares — an estimated $52.7K sold.
Advisory Services Network first reported a position in IBDD in Q4 2014 and held it in 13 quarters. The position peaked at $258K in Q4 2014. 0 funds tracked by Wall St. Rank hold IBDD as of Q2 2023.
- Advisory Services Network reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q2 2023 after selling out during the quarter.
- Advisory Services Network sold 1,983 iShares iBonds Mar 2023 Term Corporate ETF shares in Q2 2023, an estimated $52.7K.
- Advisory Services Network first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q4 2014 and held it in 13 quarters.
- Advisory Services Network's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $258K in Q4 2014.
- 0 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q2 2023.
Based on Advisory Services Network's 13F filing for Q2 2023, filed 9 Aug 2023.