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

Horizons 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 Q4	–	Sell	-400	Closed	-$10K	–	179
2022 Q3	$10K	Hold	400	–	–	0.01%	123
2022 Q2	$10K	Buy	+400	New	+$10K	0.01%	123

Other funds holding IBDN

OIA

Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Horizons Wealth Management's IBDN Position: Q4 2022 in Review

Horizons Wealth Management sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 400 shares — an estimated $10K sold.

Horizons Wealth Management first reported a position in IBDN in Q2 2022 and held it in 2 quarters. The position peaked at $10K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

Horizons Wealth Management reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Horizons Wealth Management sold 400 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $10K.
Horizons Wealth Management first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2022 and held it in 2 quarters.
Horizons Wealth Management's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $10K in Q3 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Horizons Wealth Management's 13F filing for Q4 2022, filed 3 Jan 2023.