American Portfolios Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

American Portfolios Advisors’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 Q3	$1.15M	Sell	46,127 -2,200	-5%	-$55K	0.05%	390
2022 Q2	$1.21M	Buy	48,327 +240	+0.5%	+$6K	0.05%	380
2022 Q1	$1.2M	Hold	48,087	–	–	0.04%	430
2021 Q4	$1.21M	Sell	48,087 -1,448	-3%	-$36.5K	0.04%	428
2021 Q3	$1.25M	Hold	49,535	–	–	0.05%	372
2021 Q2	$1.26M	Hold	49,535	–	–	0.05%	366
2021 Q1	$1.26M	Buy	49,535 +390	+0.8%	+$9.95K	0.06%	334
2020 Q4	$1.26M	Buy	49,145 +390	+0.8%	+$9.98K	0.06%	286
2020 Q3	$1.25M	Hold	48,755	–	–	0.07%	242
2020 Q2	$1.25M	Hold	48,755	–	–	0.08%	229
2020 Q1	$1.21M	Buy	48,755 +3,925	+9%	+$98.5K	0.1%	189
2019 Q4	$1.13M	Buy	44,830 +6,415	+17%	+$162K	0.08%	244
2019 Q3	$973K	Buy	38,415 +3,335	+10%	+$84.2K	0.08%	243
2019 Q2	$885K	Buy	35,080 +5,790	+20%	+$144K	0.07%	259
2019 Q1	$730K	Buy	29,290 +325	+1%	+$7.99K	0.07%	267
2018 Q4	$700K	Buy	28,965 +10,565	+57%	+$255K	0.09%	222
2018 Q3	$448K	Hold	18,400	–	–	0.05%	349
2018 Q2	$448K	Buy	18,400 +2,055	+13%	+$50K	0.06%	308
2018 Q1	$401K	Buy	+16,345	New	+$402K	0.06%	312

Other funds holding IBDN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Portfolios Advisors's IBDN Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares iBonds Dec 2022 Term Corporate ETF (IBDN) stake by 4.6% in Q3 2022, selling an estimated $55K and leaving 46,127 shares worth $1.15M. The position accounts for 0.05% of the portfolio, ranked #390.

American Portfolios Advisors first reported a position in IBDN in Q1 2018 and has held it in 19 quarters since. The position peaked at $1.26M in Q1 2021. 211 funds tracked by Wall St. Rank hold IBDN as of Q3 2022.

American Portfolios Advisors held 46,127 shares of iShares iBonds Dec 2022 Term Corporate ETF worth $1.15M as of Q3 2022.
American Portfolios Advisors sold 2,200 iShares iBonds Dec 2022 Term Corporate ETF shares in Q3 2022, an estimated $55K.
iShares iBonds Dec 2022 Term Corporate ETF made up 0.05% of American Portfolios Advisors's portfolio in Q3 2022, its #390 holding.
American Portfolios Advisors first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2018 and has held it in 19 quarters since.
American Portfolios Advisors's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $1.26M in Q1 2021.
211 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.