Blue Barn Wealth’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Blue Barn Wealth’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	-9,746	Closed	-$244K	–	141
2022 Q3	$244K	Sell	9,746 -1,371	-12%	-$34.3K	0.17%	88
2022 Q2	$278K	Sell	11,117 -1,998	-15%	-$50K	0.21%	78
2022 Q1	$328K	Sell	13,115 -1,290	-9%	-$32.4K	0.23%	74
2021 Q4	$362K	Buy	14,405 +1,450	+11%	+$36.6K	0.24%	68
2021 Q3	$328K	Buy	12,955 +624	+5%	+$15.8K	0.29%	64
2021 Q2	$313K	Buy	+12,331	New	+$313K	0.32%	57

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

Blue Barn Wealth's IBDN Position: Q4 2022 in Review

Blue Barn Wealth sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 9,746 shares — an estimated $244K sold.

Blue Barn Wealth first reported a position in IBDN in Q2 2021 and held it in 6 quarters. The position peaked at $362K in Q4 2021. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

Blue Barn Wealth reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Blue Barn Wealth sold 9,746 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $244K.
Blue Barn Wealth first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2021 and held it in 6 quarters.
Blue Barn Wealth's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $362K in Q4 2021.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Blue Barn Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.