GVAG
IBDN

Great Valley Advisor Group’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Great Valley Advisor Group’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
-9,420
Closed -$235K – 747
2022
Q3 		$235K Buy
9,420
+455
+5% +$11.4K 0.01% 593
2022
Q2 		$224K Buy
+8,965
New +$224K 0.01% 612

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

Great Valley Advisor Group's IBDN Position: Q4 2022 in Review

Great Valley Advisor Group sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 9,420 shares — an estimated $235K sold.

Great Valley Advisor Group first reported a position in IBDN in Q2 2022 and held it in 2 quarters. The position peaked at $235K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Great Valley Advisor Group reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Great Valley Advisor Group sold 9,420 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $235K.
  • Great Valley Advisor Group first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2022 and held it in 2 quarters.
  • Great Valley Advisor Group's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $235K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Great Valley Advisor Group's 13F filing for Q4 2022, filed 1 Feb 2023.