BWM
IBDN

BerganKDV Wealth Management’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

BerganKDV Wealth 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
-108,077
Closed -$2.71M – 1135
2022
Q3 		$2.71M Sell
108,077
-1,014,011
-90% -$25.4M 0.32% 65
2022
Q2 		$28.1M Buy
1,122,088
+37,888
+3% +$948K 3.21% 6
2022
Q1 		$27.1M Buy
1,084,200
+26,405
+2% +$662K 2.9% 8
2021
Q4 		$26.6M Buy
1,057,795
+41,322
+4% +$1.04M 2.78% 9
2021
Q3 		$25.7M Sell
1,016,473
-553,838
-35% -$14M 2.92% 7
2021
Q2 		$39.9M Buy
1,570,311
+122,627
+8% +$3.12M 4.73% 3
2021
Q1 		$36.9M Buy
1,447,684
+1,409,295
+3,671% +$35.9M 4.73% 3
2020
Q4 		$982K Buy
38,389
+6,716
+21% +$172K 0.14% 109
2020
Q3 		$812K Hold
31,673
– – 0.13% 111
2020
Q2 		$813K Hold
31,673
– – 0.14% 111
2020
Q1 		$785K Sell
31,673
-5,700
-15% -$143K 0.16% 104
2019
Q4 		$945K Buy
37,373
+6,192
+20% +$157K 0.17% 106
2019
Q3 		$790K Hold
31,181
– – 0.16% 105
2019
Q2 		$787K Buy
31,181
+1,030
+3% +$25.7K 0.16% 106
2019
Q1 		$751K Buy
30,151
+3,246
+12% +$79.8K 0.15% 104
2018
Q4 		$650K Buy
26,905
+3,950
+17% +$95.5K 0.15% 105
2018
Q3 		$558K Buy
22,955
+6,943
+43% +$169K 0.12% 121
2018
Q2 		$390K Hold
16,012
– – 0.09% 135
2018
Q1 		$392K Buy
+16,012
New +$394K 0.11% 125

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

BerganKDV Wealth Management's IBDN Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 108,077 shares — an estimated $2.71M sold.

BerganKDV Wealth Management first reported a position in IBDN in Q1 2018 and held it in 19 quarters. The position peaked at $39.9M in Q2 2021. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 108,077 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $2.71M.
  • BerganKDV Wealth Management first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2018 and held it in 19 quarters.
  • BerganKDV Wealth Management's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $39.9M in Q2 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.