RW
IBDN

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

RVW Wealth’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
-562,436
Closed -$14.1M – 154
2022
Q3 		$14.1M Sell
562,436
-104,718
-16% -$2.62M 1.98% 20
2022
Q2 		$16.7M Sell
667,154
-167,298
-20% -$4.19M 2.24% 16
2022
Q1 		$20.9M Buy
834,452
+6,161
+0.7% +$155K 2.41% 18
2021
Q4 		$20.8M Sell
828,291
-24,534
-3% -$619K 2.33% 18
2021
Q3 		$22M Buy
852,825
+33,477
+4% +$848K 2.64% 18
2021
Q2 		$21M Buy
819,348
+31,245
+4% +$794K 2.63% 18
2021
Q1 		$20M Buy
788,103
+43,528
+6% +$1.11M 2.61% 17
2020
Q4 		$19M Buy
744,575
+66,277
+10% +$1.7M 2.79% 15
2020
Q3 		$17.4M Buy
678,298
+54,583
+9% +$1.4M 2.94% 14
2020
Q2 		$16M Buy
623,715
+67,431
+12% +$1.71M 2.93% 13
2020
Q1 		$13.8M Sell
556,284
-117,083
-17% -$2.94M 3.22% 8
2019
Q4 		$17M Buy
673,367
+21,244
+3% +$537K 3.72% 11
2019
Q3 		$16.5M Sell
652,123
-35,786
-5% -$903K 3.93% 8
2019
Q2 		$17.4M Buy
687,909
+48,697
+8% +$1.21M 4.14% 7
2019
Q1 		$15.9M Buy
+639,212
New +$15.7M 4.06% 7

Other funds holding IBDN

OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

RVW Wealth's IBDN Position: Q4 2022 in Review

RVW Wealth sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 562,436 shares — an estimated $14.1M sold.

RVW Wealth first reported a position in IBDN in Q1 2019 and held it in 15 quarters. The position peaked at $22M in Q3 2021. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • RVW Wealth reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • RVW Wealth sold 562,436 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $14.1M.
  • RVW Wealth first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2019 and held it in 15 quarters.
  • RVW Wealth's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $22M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

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