CMP
IBDN

Courage Miller Partners’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Courage Miller 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
-25,085
Closed -$628K – 71
2022
Q3 		$628K Sell
25,085
-528
-2% -$13.2K 0.32% 43
2022
Q2 		$641K Sell
25,613
-74
-0.3% -$1.85K 0.3% 44
2022
Q1 		$643K Sell
25,687
-119
-0.5% -$2.98K 0.26% 48
2021
Q4 		$649K Buy
25,806
+1,307
+5% +$33K 0.25% 54
2021
Q3 		$620K Buy
24,499
+5,488
+29% +$139K 0.25% 53
2021
Q2 		$483K Buy
19,011
+1,531
+9% +$38.9K 0.2% 63
2021
Q1 		$445K Buy
17,480
+1,890
+12% +$48.2K 0.19% 66
2020
Q4 		$399K Buy
15,590
+4,143
+36% +$106K 0.18% 66
2020
Q3 		$294K Hold
11,447
– – 0.16% 67
2020
Q2 		$293K Sell
11,447
-66
-0.6% -$1.68K 0.16% 67
2020
Q1 		$285K Buy
11,513
+966
+9% +$24.2K 0.18% 63
2019
Q4 		$267K Buy
+10,547
New +$267K 0.14% 69

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

Courage Miller Partners's IBDN Position: Q4 2022 in Review

Courage Miller Partners sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 25,085 shares — an estimated $628K sold.

Courage Miller Partners first reported a position in IBDN in Q4 2019 and held it in 12 quarters. The position peaked at $649K in Q4 2021. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Courage Miller Partners reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Courage Miller Partners sold 25,085 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $628K.
  • Courage Miller Partners first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2019 and held it in 12 quarters.
  • Courage Miller Partners's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $649K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Courage Miller Partners's 13F filing for Q4 2022, filed 30 Jan 2023.