Harbour Investments’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Harbour Investments’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	-4,277	Closed	-$107K	–	3181
2022 Q3	$107K	Hold	4,277	–	–	0.01%	935
2022 Q2	$107K	Buy	+4,277	New	+$107K	0.01%	935
2021 Q4	$27K	Sell	1,074 -3,010	-74%	-$75.9K	﹤0.01%	1543
2021 Q3	$103K	Buy	4,084 +2,938	+256%	+$74.4K	﹤0.01%	1361
2021 Q2	$29K	Buy	1,146 +25	+2%	+$636	﹤0.01%	2137
2021 Q1	$29K	Buy	+1,121	New	+$28.6K	﹤0.01%	2008

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

Harbour Investments's IBDN Position: Q4 2022 in Review

Harbour Investments sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 4,277 shares — an estimated $107K sold.

Harbour Investments first reported a position in IBDN in Q1 2021 and held it in 6 quarters. The position peaked at $107K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

Harbour Investments reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Harbour Investments sold 4,277 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $107K.
Harbour Investments first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2021 and held it in 6 quarters.
Harbour Investments's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $107K in Q3 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Harbour Investments's 13F filing for Q4 2022, filed 16 Feb 2023.