Rockwood Wealth Management’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

Rockwood Wealth Management’s Portfolio IBDD Stock Details IBDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-8,174	Closed	-$217K	–	74
2022 Q4	$217K	Hold	8,174	–	–	0.05%	64
2022 Q3	$216K	Buy	+8,174	New	+$216K	0.07%	65

Other funds holding IBDD

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

AIM

Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Rockwood Wealth Management's IBDD Position: Q1 2023 in Review

Rockwood Wealth Management sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q1 2023, closing a stake of 8,174 shares — an estimated $217K sold.

Rockwood Wealth Management first reported a position in IBDD in Q3 2022 and held it in 2 quarters. The position peaked at $217K in Q4 2022. 5 funds tracked by Wall St. Rank hold IBDD as of Q1 2023.

Rockwood Wealth Management reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
Rockwood Wealth Management sold 8,174 iShares iBonds Mar 2023 Term Corporate ETF shares in Q1 2023, an estimated $217K.
Rockwood Wealth Management first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q3 2022 and held it in 2 quarters.
Rockwood Wealth Management's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $217K in Q4 2022.
5 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q1 2023.

Based on Rockwood Wealth Management's 13F filing for Q1 2023, filed 20 Jul 2023.