KA
IBDN

Kovack Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Kovack 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
-11,628
Closed -$291K – 633
2022
Q3 		$291K Hold
11,628
– – 0.04% 414
2022
Q2 		$291K Buy
11,628
+2,000
+21% +$50K 0.04% 457
2022
Q1 		$241K Sell
9,628
-2,000
-17% -$50.2K 0.02% 602
2021
Q4 		$292K Buy
11,628
+128
+1% +$3.23K 0.03% 541
2021
Q3 		$291K Hold
11,500
– – 0.03% 543
2021
Q2 		$292K Hold
11,500
– – 0.03% 529
2021
Q1 		$293K Buy
+11,500
New +$293K 0.04% 467
2020
Q3 		– Sell
-9,500
Closed -$244K – 574
2020
Q2 		$244K Hold
9,500
– – 0.05% 358
2020
Q1 		$236K Buy
9,500
+1,000
+12% +$25.1K 0.05% 339
2019
Q4 		$215K Buy
+8,500
New +$215K 0.04% 439

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

Kovack Advisors's IBDN Position: Q4 2022 in Review

Kovack Advisors sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 11,628 shares — an estimated $291K sold.

Kovack Advisors first reported a position in IBDN in Q4 2019 and held it in 10 quarters. The position peaked at $293K in Q1 2021. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Kovack Advisors reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Kovack Advisors sold 11,628 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $291K.
  • Kovack Advisors first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2019 and held it in 10 quarters.
  • Kovack Advisors's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $293K in Q1 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Kovack Advisors's 13F filing for Q4 2022, filed 22 Feb 2023.