Madden Advisory Services’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Madden Advisory Services’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	-203,976	Closed	-$5.11M	–	80
2022 Q3	$5.11M	Buy	203,976 +1,822	+0.9%	+$45.6K	4.08%	6
2022 Q2	$5.06M	Buy	202,154 +22,982	+13%	+$575K	3.83%	6
2022 Q1	$4.49M	Buy	179,172 +214	+0.1%	+$5.37K	3.05%	9
2021 Q4	$4.5M	Buy	178,958 +20,390	+13%	+$514K	2.95%	10
2021 Q3	$4.01M	Buy	158,568 +44,953	+40%	+$1.14M	2.87%	11
2021 Q2	$2.89M	Buy	113,615 +22,499	+25%	+$572K	2.13%	11
2021 Q1	$2.32M	Buy	91,116 +76,988	+545%	+$1.96M	1.82%	13
2020 Q4	$361K	Buy	+14,128	New	+$362K	0.3%	48

Other funds holding IBDN

OIA

Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Madden Advisory Services's IBDN Position: Q4 2022 in Review

Madden Advisory Services sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 203,976 shares — an estimated $5.11M sold.

Madden Advisory Services first reported a position in IBDN in Q4 2020 and held it in 8 quarters. The position peaked at $5.11M in Q3 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

Madden Advisory Services reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Madden Advisory Services sold 203,976 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $5.11M.
Madden Advisory Services first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2020 and held it in 8 quarters.
Madden Advisory Services's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $5.11M in Q3 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Madden Advisory Services's 13F filing for Q4 2022, filed 14 Feb 2023.