GRP
IBDN

Global Retirement Partners’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Global Retirement Partners’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
-1,428
Closed -$36K – 3128
2022
Q3 		$36K Buy
1,428
+8
+0.6% +$200 ﹤0.01% 1149
2022
Q2 		$36K Buy
1,420
+2
+0.1% +$50 ﹤0.01% 1135
2022
Q1 		$36K Buy
+1,418
New +$35.6K ﹤0.01% 1134

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

Global Retirement Partners's IBDN Position: Q4 2022 in Review

Global Retirement Partners sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 1,428 shares — an estimated $36K sold.

Global Retirement Partners first reported a position in IBDN in Q1 2022 and held it in 3 quarters. The position peaked at $36K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Global Retirement Partners reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Global Retirement Partners sold 1,428 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $36K.
  • Global Retirement Partners first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2022 and held it in 3 quarters.
  • Global Retirement Partners's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $36K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Global Retirement Partners's 13F filing for Q4 2022, filed 13 Feb 2023.