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

MTM Financial Group’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	-28,086	Closed	-$669K	–	49
2022 Q3	$669K	Sell	28,086 -23,571	-46%	-$589K	0.61%	27
2022 Q2	$1.26M	Sell	51,657 -18,522	-26%	-$463K	1.1%	24
2022 Q1	$1.72M	Buy	+70,179	New	+$1.76M	1.81%	14

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

MTM Financial Group's IBDN Position: Q4 2022 in Review

MTM Financial Group sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 28,086 shares — an estimated $669K sold.

MTM Financial Group first reported a position in IBDN in Q1 2022 and held it in 3 quarters. The position peaked at $1.72M in Q1 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

MTM Financial Group reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
MTM Financial Group sold 28,086 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $669K.
MTM Financial Group first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2022 and held it in 3 quarters.
MTM Financial Group's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $1.72M in Q1 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on MTM Financial Group's 13F filing for Q4 2022, filed 23 Jun 2026.