CBFP
IBDN

Cedar Brook Financial Partners’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Cedar Brook Financial Partners’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
-14,631
Closed -$366K – 399
2022
Q3 		$366K Sell
14,631
-1,638
-10% -$41K 0.12% 206
2022
Q2 		$407K Buy
16,269
+6
+0% +$150 0.13% 190
2022
Q1 		$407K Buy
16,263
+215
+1% +$5.39K 0.11% 211
2021
Q4 		$403K Sell
16,048
-943
-6% -$23.8K 0.1% 215
2021
Q3 		$430K Buy
16,991
+10
+0.1% +$253 0.13% 190
2021
Q2 		$431K Buy
16,981
+11
+0.1% +$280 0.12% 197
2021
Q1 		$432K Buy
16,970
+8
+0% +$204 0.15% 163
2020
Q4 		$434K Sell
16,962
-3,173
-16% -$81.2K 0.15% 161
2020
Q3 		$516K Buy
20,135
+32
+0.2% +$821 0.2% 131
2020
Q2 		$516K Buy
20,103
+36
+0.2% +$914 0.23% 127
2020
Q1 		$497K Buy
20,067
+24
+0.1% +$602 0.28% 108
2019
Q4 		$507K Buy
20,043
+55
+0.3% +$1.39K 0.22% 138
2019
Q3 		$506K Buy
19,988
+39
+0.2% +$984 0.22% 143
2019
Q2 		$503K Buy
19,949
+41
+0.2% +$1.02K 0.23% 137
2019
Q1 		$496K Buy
19,908
+22
+0.1% +$541 0.24% 136
2018
Q4 		$481K Buy
+19,886
New +$481K 0.29% 115

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

Cedar Brook Financial Partners's IBDN Position: Q4 2022 in Review

Cedar Brook Financial Partners sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 14,631 shares — an estimated $366K sold.

Cedar Brook Financial Partners first reported a position in IBDN in Q4 2018 and held it in 16 quarters. The position peaked at $516K in Q3 2020. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Cedar Brook Financial Partners reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 14,631 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $366K.
  • Cedar Brook Financial Partners first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2018 and held it in 16 quarters.
  • Cedar Brook Financial Partners's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $516K in Q3 2020.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2022, filed 1 Feb 2023.