Fidelity Investments
IBDN

Fidelity Investments’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Fidelity Investments’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
Q3 		– Sell
-1
Closed – – 5666
2022
Q2 		$0 Buy
+1
New +$25 ﹤0.01% 5779
2021
Q3 		– Sell
-1
Closed – – 5400
2021
Q2 		$0 Hold
1
– – ﹤0.01% 5244
2021
Q1 		$0 Sell
1
-1
-50% -$26 ﹤0.01% 4814
2020
Q4 		$0 Buy
+2
New +$51 ﹤0.01% 4493
2020
Q3 		– Sell
-3
Closed – – 4199
2020
Q2 		$0 Buy
3
+2
+200% +$51 ﹤0.01% 4472
2020
Q1 		$0 Sell
1
-38
-97% -$954 ﹤0.01% 4574
2019
Q4 		$1K Hold
39
– – ﹤0.01% 3733
2019
Q3 		$1K Hold
39
– – ﹤0.01% 3730
2019
Q2 		$1K Sell
39
-4,249
-99% -$106K ﹤0.01% 3694
2019
Q1 		$107K Buy
4,288
+4,287
+428,700% +$105K ﹤0.01% 2671
2018
Q4 		$0 Hold
1
– – ﹤0.01% 4502
2018
Q3 		$0 Buy
+1
New +$24 ﹤0.01% 3943

Other funds holding IBDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments's IBDN Position: Q3 2022 in Review

Fidelity Investments sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q3 2022, closing a stake of 1 share.

Fidelity Investments first reported a position in IBDN in Q3 2018 and held it in 12 quarters. The position peaked at $107K in Q1 2019. 211 funds tracked by Wall St. Rank hold IBDN as of Q3 2022.

  • Fidelity Investments reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q3 2022 after selling out during the quarter.
  • Fidelity Investments sold 1 iShares iBonds Dec 2022 Term Corporate ETF share in Q3 2022.
  • Fidelity Investments first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2018 and held it in 12 quarters.
  • Fidelity Investments's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $107K in Q1 2019.
  • 211 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q3 2022.

Based on Fidelity Investments's 13F filing for Q3 2022, filed 10 Nov 2022.