Houlihan Financial Resource Group’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Houlihan Financial Resource 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	-147,962	Closed	-$3.7M	–	89
2022 Q3	$3.7M	Buy	+147,962	New	+$3.7M	2.25%	15
2020 Q3	$3.06M	Buy	+119,616	New	+$3.07M	1.77%	16
2020 Q1	$2.43M	Buy	97,907 +2,860	+3%	+$71.8K	2.11%	13
2019 Q4	$2.4M	Buy	+95,047	New	+$2.4M	1.56%	19

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

Houlihan Financial Resource Group's IBDN Position: Q4 2022 in Review

Houlihan Financial Resource Group sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 147,962 shares — an estimated $3.7M sold.

Houlihan Financial Resource Group first reported a position in IBDN in Q4 2019 and held it in 4 quarters. The position peaked at $3.7M in Q3 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

Houlihan Financial Resource Group reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Houlihan Financial Resource Group sold 147,962 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $3.7M.
Houlihan Financial Resource Group first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2019 and held it in 4 quarters.
Houlihan Financial Resource Group's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $3.7M in Q3 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Houlihan Financial Resource Group's 13F filing for Q4 2022, filed 14 Feb 2023.