Forvis Mazars Wealth Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Forvis Mazars Wealth Advisors’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	–	Hold	0	–	–	–	200
2022 Q2	–	Hold	0	–	–	–	195
2022 Q1	–	Hold	0	–	–	–	149
2021 Q4	–	Hold	0	–	–	–	143
2021 Q3	–	Hold	0	–	–	–	132
2021 Q2	–	Hold	0	–	–	–	130
2021 Q1	–	Sell	-42,037	Closed	-$1.07M	–	130
2020 Q4	$1.07M	Hold	42,037	–	–	0.05%	144
2020 Q3	$1.08M	Buy	42,037 +1,948	+5%	+$50K	0.06%	129
2020 Q2	$1.03M	Sell	40,089 -3,673	-8%	-$93.3K	0.07%	132
2020 Q1	$1.08M	Buy	+43,762	New	+$1.1M	0.09%	104
2019 Q4	–	Hold	0	–	–	–	100
2019 Q3	–	Hold	0	–	–	–	103
2019 Q2	–	Hold	0	–	–	–	117

Other funds holding IBDN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

Forvis Mazars Wealth Advisors's IBDN Position: Q3 2022 in Review

Forvis Mazars Wealth Advisors held its iShares iBonds Dec 2022 Term Corporate ETF (IBDN) position steady in Q3 2022 at 0 shares worth $903K. The position accounts for 0.04% of the portfolio, ranked #200.

Forvis Mazars Wealth Advisors first reported a position in IBDN in Q1 2020 and has held it in 4 quarters since. The position peaked at $1.08M in Q1 2020. 211 funds tracked by Wall St. Rank hold IBDN as of Q3 2022.

Forvis Mazars Wealth Advisors held 0 shares of iShares iBonds Dec 2022 Term Corporate ETF worth $903K as of Q3 2022.
Forvis Mazars Wealth Advisors left its iShares iBonds Dec 2022 Term Corporate ETF share count unchanged in Q3 2022.
iShares iBonds Dec 2022 Term Corporate ETF made up 0.04% of Forvis Mazars Wealth Advisors's portfolio in Q3 2022, its #200 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2020 and has held it in 4 quarters since.
Forvis Mazars Wealth Advisors's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $1.08M in Q1 2020.
211 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q3 2022.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2022, filed 14 Oct 2022.