American Money Management’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

American Money 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	-50,264	Closed	-$1.26M	–	136
2022 Q3	$1.26M	Buy	50,264 +1,615	+3%	+$40.4K	0.38%	59
2022 Q2	$1.22M	Buy	48,649 +10	+0%	+$250	0.35%	59
2022 Q1	$1.22M	Buy	48,639 +6	+0%	+$150	0.32%	63
2021 Q4	$1.22M	Sell	48,633 -1,774	-4%	-$44.7K	0.32%	64
2021 Q3	$1.28M	Buy	+50,407	New	+$1.28M	0.36%	60

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 $20.6B AUM 34.61% 1-Year Est. Return

American Money Management's IBDN Position: Q4 2022 in Review

American Money Management sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 50,264 shares — an estimated $1.26M sold.

American Money Management first reported a position in IBDN in Q3 2021 and held it in 5 quarters. The position peaked at $1.28M in Q3 2021. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

American Money Management reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
American Money Management sold 50,264 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $1.26M.
American Money Management first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2021 and held it in 5 quarters.
American Money Management's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $1.28M in Q3 2021.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on American Money Management's 13F filing for Q4 2022, filed 10 Feb 2023.