LPL Financial
IBDN

LPL Financial’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

LPL Financial’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
-1,075,183
Closed -$26.9M – 4661
2022
Q3 		$26.9M Sell
1,075,183
-72,049
-6% -$1.8M 0.03% 518
2022
Q2 		$28.7M Sell
1,147,232
-441,240
-28% -$11M 0.03% 496
2022
Q1 		$39.8M Buy
1,588,472
+181,529
+13% +$4.55M 0.03% 419
2021
Q4 		$35.4M Buy
1,406,943
+75,830
+6% +$1.91M 0.03% 459
2021
Q3 		$33.7M Buy
1,331,113
+40,031
+3% +$1.01M 0.03% 431
2021
Q2 		$32.8M Buy
1,291,082
+80,637
+7% +$2.05M 0.03% 424
2021
Q1 		$30.8M Buy
1,210,445
+142,902
+13% +$3.64M 0.04% 406
2020
Q4 		$27.3M Buy
1,067,543
+95,287
+10% +$2.44M 0.04% 380
2020
Q3 		$24.9M Buy
972,256
+36,671
+4% +$941K 0.04% 356
2020
Q2 		$24M Buy
935,585
+47,736
+5% +$1.21M 0.04% 329
2020
Q1 		$22M Buy
887,849
+182,526
+26% +$4.58M 0.05% 297
2019
Q4 		$17.8M Buy
705,323
+102,468
+17% +$2.59M 0.03% 392
2019
Q3 		$15.3M Buy
602,855
+55,786
+10% +$1.41M 0.03% 394
2019
Q2 		$13.8M Buy
547,069
+74,942
+16% +$1.87M 0.03% 421
2019
Q1 		$11.8M Buy
472,127
+139,553
+42% +$3.43M 0.03% 446
2018
Q4 		$8.04M Buy
332,574
+93,423
+39% +$2.26M 0.02% 526
2018
Q3 		$5.82M Buy
239,151
+75,583
+46% +$1.84M 0.01% 674
2018
Q2 		$3.98M Buy
163,568
+28,890
+21% +$703K 0.01% 807
2018
Q1 		$3.3M Buy
134,678
+33,775
+33% +$832K 0.01% 881
2017
Q4 		$2.52M Buy
100,903
+62,219
+161% +$1.56M 0.01% 931
2017
Q3 		$977K Buy
38,684
+7,865
+26% +$199K ﹤0.01% 1443
2017
Q2 		$775K Buy
30,819
+10,889
+55% +$273K ﹤0.01% 1553
2017
Q1 		$496K Buy
19,930
+9,000
+82% +$223K ﹤0.01% 1812
2016
Q4 		$270K Buy
10,930
+604
+6% +$15.1K ﹤0.01% 2254
2016
Q3 		$263K Buy
+10,326
New +$264K ﹤0.01% 2225

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

LPL Financial's IBDN Position: Q4 2022 in Review

LPL Financial sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 1,075,183 shares — an estimated $26.9M sold.

LPL Financial first reported a position in IBDN in Q3 2016 and held it in 25 quarters. The position peaked at $39.8M in Q1 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • LPL Financial reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • LPL Financial sold 1,075,183 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $26.9M.
  • LPL Financial first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2016 and held it in 25 quarters.
  • LPL Financial's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $39.8M in Q1 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on LPL Financial's 13F filing for Q4 2022, filed 7 Feb 2023.