Eldridge Investment Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Eldridge Investment 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	-12,271	Closed	-$307K	–	142
2022 Q3	$307K	Buy	12,271 +413	+3%	+$10.3K	0.12%	102
2022 Q2	$297K	Buy	11,858 +25	+0.2%	+$625	0.11%	106
2022 Q1	$296K	Sell	11,833 -4,526	-28%	-$114K	0.1%	105
2021 Q4	$411K	Buy	16,359 +7,235	+79%	+$182K	0.14%	92
2021 Q3	$231K	Buy	+9,124	New	+$231K	0.08%	110

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

Eldridge Investment Advisors's IBDN Position: Q4 2022 in Review

Eldridge Investment Advisors sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 12,271 shares — an estimated $307K sold.

Eldridge Investment Advisors first reported a position in IBDN in Q3 2021 and held it in 5 quarters. The position peaked at $411K in Q4 2021. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

Eldridge Investment Advisors reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Eldridge Investment Advisors sold 12,271 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $307K.
Eldridge Investment Advisors first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2021 and held it in 5 quarters.
Eldridge Investment Advisors's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $411K in Q4 2021.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Eldridge Investment Advisors's 13F filing for Q4 2022, filed 3 Feb 2023.