JWCA
IBDN

J.W. Cole Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

J.W. Cole 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
2022
Q4 		– Sell
-13,628
Closed -$341K – 784
2022
Q3 		$341K Buy
+13,628
New +$341K 0.03% 490

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

J.W. Cole Advisors's IBDN Position: Q4 2022 in Review

J.W. Cole Advisors sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 13,628 shares — an estimated $341K sold.

J.W. Cole Advisors first reported a position in IBDN in Q3 2022 and held it in 1 quarter. The position peaked at $341K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • J.W. Cole Advisors reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • J.W. Cole Advisors sold 13,628 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $341K.
  • J.W. Cole Advisors first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2022 and held it in 1 quarter.
  • J.W. Cole Advisors's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $341K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on J.W. Cole Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.