IA
IBDN

IFG Advisory’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

IFG Advisory’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
-8,395
Closed -$210K – 552
2022
Q3 		$210K Sell
8,395
-642
-7% -$16.1K 0.02% 483
2022
Q2 		$226K Sell
9,037
-177
-2% -$4.43K 0.02% 423
2022
Q1 		$230K Sell
9,214
-1,027
-10% -$25.8K 0.02% 448
2021
Q4 		$257K Sell
10,241
-834
-8% -$21K 0.03% 429
2021
Q3 		$280K Sell
11,075
-569
-5% -$14.4K 0.03% 408
2021
Q2 		$295K Sell
11,644
-3,348
-22% -$85.1K 0.03% 397
2021
Q1 		$381K Buy
14,992
+411
+3% +$10.5K 0.05% 350
2020
Q4 		$372K Sell
14,581
-5,557
-28% -$142K 0.05% 313
2020
Q3 		$516K Buy
20,138
+2,106
+12% +$54K 0.08% 230
2020
Q2 		$463K Buy
18,032
+506
+3% +$12.9K 0.08% 234
2020
Q1 		$434K Sell
17,526
-13,290
-43% -$334K 0.1% 210
2019
Q4 		$779K Sell
30,816
-4,047
-12% -$102K 0.14% 173
2019
Q3 		$882K Sell
34,863
-44,662
-56% -$1.13M 0.17% 146
2019
Q2 		$2M Buy
+79,525
New +$1.98M 0.35% 62

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

IFG Advisory's IBDN Position: Q4 2022 in Review

IFG Advisory sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 8,395 shares — an estimated $210K sold.

IFG Advisory first reported a position in IBDN in Q2 2019 and held it in 14 quarters. The position peaked at $2M in Q2 2019. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • IFG Advisory reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • IFG Advisory sold 8,395 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $210K.
  • IFG Advisory first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2019 and held it in 14 quarters.
  • IFG Advisory's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $2M in Q2 2019.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on IFG Advisory's 13F filing for Q4 2022, filed 31 Jan 2023.