RWM
IBDN

Ritholtz Wealth Management’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Ritholtz Wealth Management’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
-79,091
Closed -$1.98M – 766
2022
Q3 		$1.98M Sell
79,091
-2,110
-3% -$52.8K 0.11% 136
2022
Q2 		$2.03M Sell
81,201
-9,348
-10% -$234K 0.13% 87
2022
Q1 		$2.27M Sell
90,549
-25,573
-22% -$641K 0.15% 76
2021
Q4 		$2.92M Sell
116,122
-21,616
-16% -$545K 0.18% 56
2021
Q3 		$3.49M Buy
137,738
+202
+0.1% +$5.12K 0.24% 45
2021
Q2 		$3.49M Buy
137,536
+560
+0.4% +$14.2K 0.25% 43
2021
Q1 		$3.49M Buy
136,976
+355
+0.3% +$9.05K 0.29% 35
2020
Q4 		$3.49M Buy
136,621
+1,022
+0.8% +$26.2K 0.33% 30
2020
Q3 		$3.48M Sell
135,599
-75
-0.1% -$1.92K 0.39% 26
2020
Q2 		$3.48M Buy
135,674
+8,322
+7% +$211K 0.45% 27
2020
Q1 		$3.16M Sell
127,352
-11,779
-8% -$296K 0.51% 17
2019
Q4 		$3.52M Buy
139,131
+19,305
+16% +$488K 0.51% 22
2019
Q3 		$3.03M Buy
119,826
+2,534
+2% +$64K 0.49% 22
2019
Q2 		$2.96M Sell
117,292
-689
-0.6% -$17.2K 0.51% 23
2019
Q1 		$2.94M Buy
117,981
+41,021
+53% +$1.01M 0.54% 23
2018
Q4 		$1.86M Buy
76,960
+8,300
+12% +$201K 0.42% 30
2018
Q3 		$1.67M Buy
68,660
+20,310
+42% +$494K 0.42% 21
2018
Q2 		$1.18M Buy
+48,350
New +$1.18M 0.32% 28

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

Ritholtz Wealth Management's IBDN Position: Q4 2022 in Review

Ritholtz Wealth Management sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 79,091 shares — an estimated $1.98M sold.

Ritholtz Wealth Management first reported a position in IBDN in Q2 2018 and held it in 18 quarters. The position peaked at $3.52M in Q4 2019. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Ritholtz Wealth Management reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 79,091 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $1.98M.
  • Ritholtz Wealth Management first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2018 and held it in 18 quarters.
  • Ritholtz Wealth Management's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $3.52M in Q4 2019.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Ritholtz Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.