AFC
IBDN

AFT Forsyth & Company’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

AFT Forsyth & Company’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
-8,375
Closed -$210K – 136
2022
Q3 		$210K Hold
8,375
– – 0.19% 126
2022
Q2 		$209K Hold
8,375
– – 0.17% 132
2022
Q1 		$210K Hold
8,375
– – 0.13% 145
2021
Q4 		$211K Hold
8,375
– – 0.11% 153
2021
Q3 		$212K Sell
8,375
-8,160
-49% -$207K 0.11% 150
2021
Q2 		$420K Hold
16,535
– – 0.22% 119
2021
Q1 		$421K Hold
16,535
– – 0.25% 118
2020
Q4 		$423K Buy
16,535
+8,375
+103% +$214K 0.26% 111
2020
Q3 		$209K Hold
8,160
– – 0.16% 126
2020
Q2 		$210K Hold
8,160
– – 0.18% 119
2020
Q1 		$202K Buy
+8,160
New +$205K 0.2% 117
2018
Q4 		– Sell
-15,600
Closed -$380K – 144
2018
Q3 		$380K Hold
15,600
– – 0.32% 103
2018
Q2 		$380K Hold
15,600
– – 0.33% 103
2018
Q1 		$382K Buy
+15,600
New +$384K 0.36% 95

Other funds holding IBDN

OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

AFT Forsyth & Company's IBDN Position: Q4 2022 in Review

AFT Forsyth & Company sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 8,375 shares — an estimated $210K sold.

AFT Forsyth & Company first reported a position in IBDN in Q1 2018 and held it in 14 quarters. The position peaked at $423K in Q4 2020. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • AFT Forsyth & Company reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • AFT Forsyth & Company sold 8,375 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $210K.
  • AFT Forsyth & Company first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2018 and held it in 14 quarters.
  • AFT Forsyth & Company's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $423K in Q4 2020.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on AFT Forsyth & Company's 13F filing for Q4 2022, filed 13 Feb 2023.