FIM
IBDN

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

Freedom 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
-17,367
Closed -$435K – 819
2022
Q3 		$435K Buy
17,367
+3,106
+22% +$77.7K 0.05% 464
2022
Q2 		$357K Buy
14,261
+2,250
+19% +$56.3K 0.04% 550
2022
Q1 		$301K Sell
12,011
-171,969
-93% -$4.31M 0.03% 615
2021
Q4 		$4.63M Buy
183,980
+83,004
+82% +$2.09M 0.34% 59
2021
Q3 		$2.56M Buy
100,976
+2,969
+3% +$75.2K 0.2% 126
2021
Q2 		$2.49M Buy
98,007
+3,227
+3% +$82K 0.19% 130
2021
Q1 		$2.41M Buy
+94,780
New +$2.42M 0.19% 125

Other funds holding IBDN

OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Freedom Investment Management's IBDN Position: Q4 2022 in Review

Freedom Investment Management sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 17,367 shares — an estimated $435K sold.

Freedom Investment Management first reported a position in IBDN in Q1 2021 and held it in 7 quarters. The position peaked at $4.63M in Q4 2021. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Freedom Investment Management reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Freedom Investment Management sold 17,367 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $435K.
  • Freedom Investment Management first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2021 and held it in 7 quarters.
  • Freedom Investment Management's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $4.63M in Q4 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Freedom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.