RFN
IBDN

Redwood Financial Network’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Redwood Financial Network’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
-51,495
Closed -$1.29M – 149
2022
Q3 		$1.29M Sell
51,495
-115
-0.2% -$2.88K 1.47% 14
2022
Q2 		$1.29M Sell
51,610
-3,156
-6% -$79K 1.41% 14
2022
Q1 		$1.37M Buy
+54,766
New +$1.37M 1.27% 17

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

Redwood Financial Network's IBDN Position: Q4 2022 in Review

Redwood Financial Network sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 51,495 shares — an estimated $1.29M sold.

Redwood Financial Network first reported a position in IBDN in Q1 2022 and held it in 3 quarters. The position peaked at $1.37M in Q1 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Redwood Financial Network reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Redwood Financial Network sold 51,495 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $1.29M.
  • Redwood Financial Network first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2022 and held it in 3 quarters.
  • Redwood Financial Network's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $1.37M in Q1 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Redwood Financial Network's 13F filing for Q4 2022, filed 14 Feb 2023.