FAIM
IBDD

Financial Advocates Investment Management’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

Financial Advocates Investment Management’s Portfolio IBDD Stock Details IBDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,183
Closed -$217K – 834
2022
Q4 		$217K Hold
8,183
– – 0.02% 664
2022
Q3 		$216K Sell
8,183
-320
-4% -$8.46K 0.02% 657
2022
Q2 		$225K Buy
8,503
+1
+0% +$27 0.02% 587
2022
Q1 		$226K Hold
8,502
– – 0.01% 658
2021
Q4 		$228K Buy
8,502
+1
+0% +$27 0.01% 698
2021
Q3 		$229K Sell
8,501
-213
-2% -$5.75K 0.02% 671
2021
Q2 		$236K Buy
8,714
+1
+0% +$27 0.02% 661
2021
Q1 		$237K Buy
8,713
+1
+0% +$27 0.02% 676
2020
Q4 		$238K Sell
8,712
-599
-6% -$16.4K 0.02% 627
2020
Q3 		$255K Buy
9,311
+2
+0% +$55 0.02% 513
2020
Q2 		$255K Buy
+9,309
New +$252K 0.02% 504

Other funds holding IBDD

MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
AIM
Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Financial Advocates Investment Management's IBDD Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q1 2023, closing a stake of 8,183 shares — an estimated $217K sold.

Financial Advocates Investment Management first reported a position in IBDD in Q2 2020 and held it in 11 quarters. The position peaked at $255K in Q3 2020. 5 funds tracked by Wall St. Rank hold IBDD as of Q1 2023.

  • Financial Advocates Investment Management reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 8,183 iShares iBonds Mar 2023 Term Corporate ETF shares in Q1 2023, an estimated $217K.
  • Financial Advocates Investment Management first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q2 2020 and held it in 11 quarters.
  • Financial Advocates Investment Management's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $255K in Q3 2020.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.