Harbor Investment Advisory’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Harbor Investment Advisory’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	-16,760	Closed	-$420K	–	1407
2022 Q3	$420K	Buy	16,760 +3,515	+27%	+$87.9K	0.07%	217
2022 Q2	$331K	Buy	13,245 +11,300	+581%	+$283K	0.05%	250
2022 Q1	$49K	Buy	+1,945	New	+$48.8K	0.01%	763

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

Harbor Investment Advisory's IBDN Position: Q4 2022 in Review

Harbor Investment Advisory sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 16,760 shares — an estimated $420K sold.

Harbor Investment Advisory first reported a position in IBDN in Q1 2022 and held it in 3 quarters. The position peaked at $420K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

Harbor Investment Advisory reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Harbor Investment Advisory sold 16,760 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $420K.
Harbor Investment Advisory first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2022 and held it in 3 quarters.
Harbor Investment Advisory's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $420K in Q3 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Harbor Investment Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.