IWA
IBDN

IBEX Wealth Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

IBEX Wealth Advisors’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
2021
Q4 		– Sell
-165
Closed -$4K – 451
2021
Q3 		$4K Buy
+165
New +$4.18K ﹤0.01% 418
2019
Q3 		– Sell
-165
Closed -$4K – 435
2019
Q2 		$4K Buy
+165
New +$4.12K ﹤0.01% 379

Other funds holding IBDN

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

IBEX Wealth Advisors's IBDN Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2021, closing a stake of 165 shares — an estimated $4K sold.

IBEX Wealth Advisors first reported a position in IBDN in Q2 2019 and held it in 2 quarters. The position peaked at $4K in Q3 2021. 211 funds tracked by Wall St. Rank hold IBDN as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 165 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2021, an estimated $4K.
  • IBEX Wealth Advisors first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2019 and held it in 2 quarters.
  • IBEX Wealth Advisors's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $4K in Q3 2021.
  • 211 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.