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

Retirement 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 Q3	–	Sell	-48	Closed	-$1K	–	853
2022 Q2	$1K	Hold	48	–	–	﹤0.01%	734
2022 Q1	$1K	Hold	48	–	–	﹤0.01%	735
2021 Q4	$1K	Hold	48	–	–	﹤0.01%	699
2021 Q3	$1K	Hold	48	–	–	﹤0.01%	620
2021 Q2	$1K	Sell	48 -2,690	-98%	-$68.4K	﹤0.01%	654
2021 Q1	$70K	Sell	2,738 -4	-0.1%	-$102	0.03%	233
2020 Q4	$70K	Buy	2,742 +2,241	+447%	+$57.3K	0.03%	219
2020 Q3	$13K	Sell	501 -43	-8%	-$1.1K	0.01%	388
2020 Q2	$14K	Buy	+544	New	+$13.8K	0.01%	360
2019 Q4	$14K	Buy	+538	New	+$13.6K	0.01%	367

Other funds holding IBDN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Group's IBDN Position: Q3 2022 in Review

Retirement Group sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q3 2022, closing a stake of 48 shares — an estimated $1K sold.

Retirement Group first reported a position in IBDN in Q4 2019 and held it in 10 quarters. The position peaked at $70K in Q1 2021. 211 funds tracked by Wall St. Rank hold IBDN as of Q3 2022.

Retirement Group reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q3 2022 after selling out during the quarter.
Retirement Group sold 48 iShares iBonds Dec 2022 Term Corporate ETF shares in Q3 2022, an estimated $1K.
Retirement Group first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2019 and held it in 10 quarters.
Retirement Group's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $70K in Q1 2021.
211 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q3 2022.

Based on Retirement Group's 13F filing for Q3 2022, filed 14 Nov 2022.