LHC
IBDN

Little House Capital’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Little House Capital’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 		– Sell
-29,313
Closed -$737K – 156
2021
Q4 		$737K Sell
29,313
-565
-2% -$14.2K 0.39% 77
2021
Q3 		$757K Sell
29,878
-534
-2% -$13.5K 0.44% 68
2021
Q2 		$772K Buy
+30,412
New +$773K 0.42% 78

Other funds holding IBDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
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

Little House Capital's IBDN Position: Q1 2022 in Review

Little House Capital sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q1 2022, closing a stake of 29,313 shares — an estimated $737K sold.

Little House Capital first reported a position in IBDN in Q2 2021 and held it in 3 quarters. The position peaked at $772K in Q2 2021. 200 funds tracked by Wall St. Rank hold IBDN as of Q1 2022.

  • Little House Capital reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
  • Little House Capital sold 29,313 iShares iBonds Dec 2022 Term Corporate ETF shares in Q1 2022, an estimated $737K.
  • Little House Capital first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2021 and held it in 3 quarters.
  • Little House Capital's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $772K in Q2 2021.
  • 200 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q1 2022.

Based on Little House Capital's 13F filing for Q1 2022, filed 16 May 2022.