FAS Wealth Partners’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

FAS Wealth 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 Q1	–	Sell	-1,035	Closed	-$26K	–	414
2021 Q4	$26K	Hold	1,035	–	–	﹤0.01%	365
2021 Q3	$26K	Buy	1,035 +2	+0.2%	+$51	﹤0.01%	360
2021 Q2	$26K	Buy	1,033 +4	+0.4%	+$102	﹤0.01%	342
2021 Q1	$26K	Buy	1,029 +3	+0.3%	+$77	﹤0.01%	315
2020 Q4	$26K	Buy	1,026 +7	+0.7%	+$179	﹤0.01%	303
2020 Q3	$26K	Buy	1,019 +6	+0.6%	+$154	﹤0.01%	289
2020 Q2	$26K	Buy	1,013 +7	+0.7%	+$178	﹤0.01%	279
2020 Q1	$25K	Buy	1,006 +4	+0.4%	+$100	﹤0.01%	261
2019 Q4	$25K	Buy	+1,002	New	+$25.3K	﹤0.01%	249

Other funds holding IBDN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

FAS Wealth Partners's IBDN Position: Q1 2022 in Review

FAS Wealth Partners sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q1 2022, closing a stake of 1,035 shares — an estimated $26K sold.

FAS Wealth Partners first reported a position in IBDN in Q4 2019 and held it in 9 quarters. The position peaked at $26K in Q4 2021. 200 funds tracked by Wall St. Rank hold IBDN as of Q1 2022.

FAS Wealth Partners reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
FAS Wealth Partners sold 1,035 iShares iBonds Dec 2022 Term Corporate ETF shares in Q1 2022, an estimated $26K.
FAS Wealth Partners first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2019 and held it in 9 quarters.
FAS Wealth Partners's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $26K in Q4 2021.
200 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q1 2022.

Based on FAS Wealth Partners's 13F filing for Q1 2022, filed 4 May 2022.