First Heartland Consultants’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

First Heartland Consultants’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	-128,312	Closed	-$3.21K	–	400
2022 Q3	$3.21K	Buy	+128,312	New	+$3.21M	0.28%	50

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

First Heartland Consultants's IBDN Position: Q4 2022 in Review

First Heartland Consultants sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 128,312 shares — an estimated $3.21K sold.

First Heartland Consultants first reported a position in IBDN in Q3 2022 and held it in 1 quarter. The position peaked at $3.21K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

First Heartland Consultants reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
First Heartland Consultants sold 128,312 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $3.21K.
First Heartland Consultants first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2022 and held it in 1 quarter.
First Heartland Consultants's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $3.21K in Q3 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on First Heartland Consultants's 13F filing for Q4 2022, filed 13 Jan 2023.