BRG
IBDN

Bay Rivers Group’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Bay Rivers Group’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
-105,373
Closed -$2.64M – 64
2022
Q3 		$2.64M Sell
105,373
-3,341
-3% -$83.5K 2.64% 16
2022
Q2 		$2.72M Sell
108,714
-6,321
-5% -$158K 2.42% 17
2022
Q1 		$2.88M Sell
115,035
-2,472
-2% -$62K 2.07% 17
2021
Q4 		$2.95M Buy
117,507
+1,968
+2% +$49.6K 1.81% 21
2021
Q3 		$2.92M Buy
115,539
+981
+0.9% +$24.9K 1.99% 20
2021
Q2 		$2.91M Buy
114,558
+41,292
+56% +$1.05M 2.07% 19
2021
Q1 		$1.86M Buy
73,266
+15,109
+26% +$385K 1.45% 25
2020
Q4 		$1.49M Buy
58,157
+17,359
+43% +$444K 1.25% 29
2020
Q3 		$1.05M Buy
+40,798
New +$1.05M 0.98% 37

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

Bay Rivers Group's IBDN Position: Q4 2022 in Review

Bay Rivers Group sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 105,373 shares — an estimated $2.64M sold.

Bay Rivers Group first reported a position in IBDN in Q3 2020 and held it in 9 quarters. The position peaked at $2.95M in Q4 2021. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Bay Rivers Group reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Bay Rivers Group sold 105,373 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $2.64M.
  • Bay Rivers Group first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2020 and held it in 9 quarters.
  • Bay Rivers Group's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $2.95M in Q4 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Bay Rivers Group's 13F filing for Q4 2022, filed 17 Jan 2023.