RBC
IBDN

Roble Belko & Company’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Roble Belko & Company’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
-11,595
Closed -$290K – 360
2022
Q3 		$290K Sell
11,595
-281
-2% -$7.03K 0.07% 76
2022
Q2 		$297K Buy
11,876
+1,940
+20% +$48.5K 0.07% 72
2022
Q1 		$249K Hold
9,936
– – 0.05% 92
2021
Q4 		$250K Hold
9,936
– – 0.05% 90
2021
Q3 		$252K Hold
9,936
– – 0.05% 80
2021
Q2 		$252K Hold
9,936
– – 0.06% 87
2021
Q1 		$253K Hold
9,936
– – 0.06% 80
2020
Q4 		$254K Hold
9,936
– – 0.07% 76
2020
Q3 		$255K Hold
9,936
– – 0.07% 76
2020
Q2 		$255K Hold
9,936
– – 0.08% 78
2020
Q1 		$246K Hold
9,936
– – 0.08% 81
2019
Q4 		$251K Hold
9,936
– – 0.07% 84
2019
Q3 		$252K Hold
9,936
– – 0.07% 74
2019
Q2 		$251K Hold
9,936
– – 0.08% 73
2019
Q1 		$248K Hold
9,936
– – 0.09% 72
2018
Q4 		$240K Hold
9,936
– – 0.09% 69
2018
Q3 		$242K Hold
9,936
– – 0.09% 55
2018
Q2 		$242K Hold
9,936
– – 0.09% 56
2018
Q1 		$244K Hold
9,936
– – 0.09% 56
2017
Q4 		$248K Hold
9,936
– – 0.1% 56
2017
Q3 		$251K Buy
+9,936
New +$251K 0.11% 50

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

Roble Belko & Company's IBDN Position: Q4 2022 in Review

Roble Belko & Company sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 11,595 shares — an estimated $290K sold.

Roble Belko & Company first reported a position in IBDN in Q3 2017 and held it in 21 quarters. The position peaked at $297K in Q2 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Roble Belko & Company reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Roble Belko & Company sold 11,595 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $290K.
  • Roble Belko & Company first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2017 and held it in 21 quarters.
  • Roble Belko & Company's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $297K in Q2 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Roble Belko & Company's 13F filing for Q4 2022, filed 8 Feb 2023.