MA
IBDN

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

MONECO 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
-37,530
Closed -$939K – 285
2022
Q3 		$939K Sell
37,530
-2,004
-5% -$50.1K 0.38% 65
2022
Q2 		$989K Buy
39,534
+7,284
+23% +$182K 0.38% 68
2022
Q1 		$808K Buy
32,250
+3
+0% +$75 0.3% 79
2021
Q4 		$809K Sell
32,247
-392
-1% -$9.88K 0.3% 82
2021
Q3 		$826K Sell
32,639
-194
-0.6% -$4.92K 0.33% 75
2021
Q2 		$834K Buy
32,833
+5
+0% +$127 0.38% 67
2021
Q1 		$836K Buy
32,828
+4
+0% +$102 0.41% 62
2020
Q4 		$838K Buy
32,824
+1,550
+5% +$39.7K 0.46% 52
2020
Q3 		$802K Buy
31,274
+4,080
+15% +$105K 0.51% 46
2020
Q2 		$698K Buy
27,194
+2,008
+8% +$51K 0.55% 44
2020
Q1 		$624K Buy
+25,186
New +$632K 0.64% 43
2019
Q4 		– Sell
-7,935
Closed -$201K – 161
2019
Q3 		$201K Hold
7,935
– – 0.16% 137
2019
Q2 		$200K Buy
+7,935
New +$198K 0.16% 126

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

MONECO Advisors's IBDN Position: Q4 2022 in Review

MONECO Advisors sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 37,530 shares — an estimated $939K sold.

MONECO Advisors first reported a position in IBDN in Q2 2019 and held it in 13 quarters. The position peaked at $989K in Q2 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • MONECO Advisors reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • MONECO Advisors sold 37,530 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $939K.
  • MONECO Advisors first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2019 and held it in 13 quarters.
  • MONECO Advisors's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $989K in Q2 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on MONECO Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.