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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	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	+$3.06M	1.77%	16
2020 Q1	$2.43M	Buy	97,907 +2,860	+3%	+$70.9K	2.11%	13
2019 Q4	$2.4M	Buy	+95,047	New	+$2.4M	1.56%	19