KWM
IBDN

Kingsview Wealth Management’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Kingsview Wealth Management’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
-9,987
Closed -$250K – 921
2022
Q3 		$250K Hold
9,987
– – 0.01% 687
2022
Q2 		$250K Sell
9,987
-980
-9% -$24.5K 0.01% 708
2022
Q1 		$275K Hold
10,967
– – 0.01% 728
2021
Q4 		$276K Hold
10,967
– – 0.01% 764
2021
Q3 		$278K Hold
10,967
– – 0.01% 707
2021
Q2 		$278K Sell
10,967
-158
-1% -$4.02K 0.01% 716
2021
Q1 		$283K Buy
+11,125
New +$284K 0.02% 665

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

Kingsview Wealth Management's IBDN Position: Q4 2022 in Review

Kingsview Wealth Management sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 9,987 shares — an estimated $250K sold.

Kingsview Wealth Management first reported a position in IBDN in Q1 2021 and held it in 7 quarters. The position peaked at $283K in Q1 2021. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Kingsview Wealth Management reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Kingsview Wealth Management sold 9,987 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $250K.
  • Kingsview Wealth Management first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2021 and held it in 7 quarters.
  • Kingsview Wealth Management's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $283K in Q1 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Kingsview Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.