MWM
IBDD

Maltin Wealth Management’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

Maltin Wealth Management’s Portfolio IBDD Stock Details IBDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,389
Closed -$222K – 114
2022
Q4 		$222K Buy
8,389
+72
+0.9% +$1.91K 0.16% 96
2022
Q3 		$220K Buy
8,317
+43
+0.5% +$1.14K 0.17% 98
2022
Q2 		$219K Buy
+8,274
New +$219K 0.16% 104

Other funds holding IBDD

MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
AIM
Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Maltin Wealth Management's IBDD Position: Q1 2023 in Review

Maltin Wealth Management sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q1 2023, closing a stake of 8,389 shares — an estimated $222K sold.

Maltin Wealth Management first reported a position in IBDD in Q2 2022 and held it in 3 quarters. The position peaked at $222K in Q4 2022. 5 funds tracked by Wall St. Rank hold IBDD as of Q1 2023.

  • Maltin Wealth Management reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
  • Maltin Wealth Management sold 8,389 iShares iBonds Mar 2023 Term Corporate ETF shares in Q1 2023, an estimated $222K.
  • Maltin Wealth Management first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q2 2022 and held it in 3 quarters.
  • Maltin Wealth Management's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $222K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q1 2023.

Based on Maltin Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.