Oak Harbor Wealth Partners’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Oak Harbor Wealth Partners’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	-2,052	Closed	-$51K	–	231
2022 Q3	$51K	Buy	2,052 +4	+0.2%	+$100	0.02%	173
2022 Q2	$51K	Sell	2,048 -3,969	-66%	-$99.3K	0.02%	174
2022 Q1	$151K	Buy	6,017 +2	+0%	+$50	0.05%	170
2021 Q4	$151K	Buy	+6,015	New	+$152K	0.05%	176

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

Oak Harbor Wealth Partners's IBDN Position: Q4 2022 in Review

Oak Harbor Wealth Partners sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 2,052 shares — an estimated $51K sold.

Oak Harbor Wealth Partners first reported a position in IBDN in Q4 2021 and held it in 4 quarters. The position peaked at $151K in Q1 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

Oak Harbor Wealth Partners reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Oak Harbor Wealth Partners sold 2,052 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $51K.
Oak Harbor Wealth Partners first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2021 and held it in 4 quarters.
Oak Harbor Wealth Partners's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $151K in Q1 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Oak Harbor Wealth Partners's 13F filing for Q4 2022, filed 18 Jan 2023.