Frontier Wealth Management’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Frontier Wealth 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 Q1	–	Sell	-26,928	Closed	-$677K	–	452
2021 Q4	$677K	Buy	26,928 +17,167	+176%	+$433K	0.04%	237
2021 Q3	$247K	Hold	9,761	–	–	0.02%	365
2021 Q2	$248K	Hold	9,761	–	–	0.02%	370
2021 Q1	$249K	Hold	9,761	–	–	0.02%	338
2020 Q4	$250K	Hold	9,761	–	–	0.02%	321
2020 Q3	$250K	Buy	+9,761	New	+$250K	0.02%	307

Other funds holding IBDN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Frontier Wealth Management's IBDN Position: Q1 2022 in Review

Frontier Wealth Management sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q1 2022, closing a stake of 26,928 shares — an estimated $677K sold.

Frontier Wealth Management first reported a position in IBDN in Q3 2020 and held it in 6 quarters. The position peaked at $677K in Q4 2021. 200 funds tracked by Wall St. Rank hold IBDN as of Q1 2022.

Frontier Wealth Management reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
Frontier Wealth Management sold 26,928 iShares iBonds Dec 2022 Term Corporate ETF shares in Q1 2022, an estimated $677K.
Frontier Wealth Management first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2020 and held it in 6 quarters.
Frontier Wealth Management's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $677K in Q4 2021.
200 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q1 2022.

Based on Frontier Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.