CGFA
IBDN

Colton Groome Financial Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Colton Groome Financial 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
Q4 		– Sell
-15,700
Closed -$393K – 131
2022
Q3 		$393K Hold
15,700
– – 0.2% 67
2022
Q2 		$393K Hold
15,700
– – 0.2% 62
2022
Q1 		$393K Hold
15,700
– – 0.18% 66
2021
Q4 		$395K Hold
15,700
– – 0.16% 89
2021
Q3 		$398K Hold
15,700
– – 0.17% 79
2021
Q2 		$399K Hold
15,700
– – 0.18% 77
2021
Q1 		$400K Buy
+15,700
New +$400K 0.22% 44

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

Colton Groome Financial Advisors's IBDN Position: Q4 2022 in Review

Colton Groome Financial Advisors sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 15,700 shares — an estimated $393K sold.

Colton Groome Financial Advisors first reported a position in IBDN in Q1 2021 and held it in 7 quarters. The position peaked at $400K in Q1 2021. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Colton Groome Financial Advisors reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 15,700 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $393K.
  • Colton Groome Financial Advisors first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2021 and held it in 7 quarters.
  • Colton Groome Financial Advisors's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $400K in Q1 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Colton Groome Financial Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.