Karn Couzens & Associates’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Karn Couzens & Associates’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 Q1	$1.35M	Buy	53,799 +6,000	+13%	+$150K	0.86%	23
2021 Q4	$1.2M	Hold	47,799	–	–	0.82%	20
2021 Q3	$1.21M	Buy	47,799 +2,000	+4%	+$50.7K	0.92%	20
2021 Q2	$1.16M	Hold	45,799	–	–	0.9%	20
2021 Q1	$1.17M	Buy	45,799 +29,700	+184%	+$757K	1.05%	19
2020 Q4	$412K	Buy	+16,099	New	+$412K	0.39%	36

Other funds holding IBDN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Karn Couzens & Associates's IBDN Position: Q1 2022 in Review

Karn Couzens & Associates increased its iShares iBonds Dec 2022 Term Corporate ETF (IBDN) stake by 13% in Q1 2022, buying an estimated $150K and bringing the position to 53,799 shares worth $1.35M. The position accounts for 0.86% of the portfolio, ranked #23.

Karn Couzens & Associates first reported a position in IBDN in Q4 2020 and has held it in 6 quarters since. 200 funds tracked by Wall St. Rank hold IBDN as of Q1 2022.

Karn Couzens & Associates held 53,799 shares of iShares iBonds Dec 2022 Term Corporate ETF worth $1.35M as of Q1 2022.
Karn Couzens & Associates bought 6,000 iShares iBonds Dec 2022 Term Corporate ETF shares in Q1 2022, an estimated $150K.
iShares iBonds Dec 2022 Term Corporate ETF made up 0.86% of Karn Couzens & Associates's portfolio in Q1 2022, its #23 holding.
Karn Couzens & Associates first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2020 and has held it in 6 quarters since.
200 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.