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

Journey Advisory 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	-12,200	Closed	-$305K	–	248
2022 Q3	$305K	Sell	12,200 -1,000	-8%	-$25K	0.08%	182
2022 Q2	$329K	Buy	+13,200	New	+$330K	0.08%	192

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

Journey Advisory Group's IBDN Position: Q4 2022 in Review

Journey Advisory Group sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 12,200 shares — an estimated $305K sold.

Journey Advisory Group first reported a position in IBDN in Q2 2022 and held it in 2 quarters. The position peaked at $329K in Q2 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

Journey Advisory Group reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Journey Advisory Group sold 12,200 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $305K.
Journey Advisory Group first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2022 and held it in 2 quarters.
Journey Advisory Group's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $329K in Q2 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Journey Advisory Group's 13F filing for Q4 2022, filed 7 Feb 2023.