FAIM
IBDN

Financial Advocates Investment Management’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Financial Advocates Investment Management’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
-8,586
Closed -$215K – 904
2022
Q3 		$215K Hold
8,586
– – 0.02% 659
2022
Q2 		$215K Buy
+8,586
New +$215K 0.02% 606
2021
Q4 		– Sell
-11,724
Closed -$297K – 830
2021
Q3 		$297K Hold
11,724
– – 0.02% 619
2021
Q2 		$298K Hold
11,724
– – 0.02% 618
2021
Q1 		$298K Sell
11,724
-794
-6% -$20.2K 0.02% 609
2020
Q4 		$320K Buy
12,518
+318
+3% +$8.14K 0.02% 547
2020
Q3 		$313K Hold
12,200
– – 0.03% 468
2020
Q2 		$313K Buy
+12,200
New +$310K 0.03% 458

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

Financial Advocates Investment Management's IBDN Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 8,586 shares — an estimated $215K sold.

Financial Advocates Investment Management first reported a position in IBDN in Q2 2020 and held it in 8 quarters. The position peaked at $320K in Q4 2020. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 8,586 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $215K.
  • Financial Advocates Investment Management first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2020 and held it in 8 quarters.
  • Financial Advocates Investment Management's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $320K in Q4 2020.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.