Sound Income Strategies’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Sound Income Strategies’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
2021 Q2	–	Sell	-97	Closed	-$2.47K	–	1098
2021 Q1	$2.47K	Hold	97	–	–	﹤0.01%	730
2020 Q4	$2K	Hold	97	–	–	﹤0.01%	749
2020 Q3	$2K	Buy	97 +1	+1%	+$26	﹤0.01%	704
2020 Q2	$2K	Hold	96	–	–	﹤0.01%	672
2020 Q1	$2K	Buy	96 +1	+1%	+$25	﹤0.01%	631
2019 Q4	$2K	Buy	95 +1	+1%	+$25	﹤0.01%	602
2019 Q3	$2K	Sell	94 -41	-30%	-$1.03K	﹤0.01%	569
2019 Q2	$3K	Buy	135 +1	+0.7%	+$25	﹤0.01%	531
2019 Q1	$3K	Sell	134 -843	-86%	-$20.7K	﹤0.01%	529
2018 Q4	$24K	Sell	977 -138	-12%	-$3.34K	0.01%	212
2018 Q3	$27K	Sell	1,115 -506	-31%	-$12.3K	0.01%	203
2018 Q2	$39K	Sell	1,621 -1,045	-39%	-$25.4K	0.02%	141
2018 Q1	$65K	Buy	+2,666	New	+$65.6K	0.04%	95

Other funds holding IBDN

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

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

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

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

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

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

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

RJFSA

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

Sound Income Strategies's IBDN Position: Q2 2021 in Review

Sound Income Strategies sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q2 2021, closing a stake of 97 shares — an estimated $2.47K sold.

Sound Income Strategies first reported a position in IBDN in Q1 2018 and held it in 13 quarters. The position peaked at $65K in Q1 2018. 202 funds tracked by Wall St. Rank hold IBDN as of Q2 2021.

Sound Income Strategies reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q2 2021 after selling out during the quarter.
Sound Income Strategies sold 97 iShares iBonds Dec 2022 Term Corporate ETF shares in Q2 2021, an estimated $2.47K.
Sound Income Strategies first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2018 and held it in 13 quarters.
Sound Income Strategies's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $65K in Q1 2018.
202 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q2 2021.

Based on Sound Income Strategies's 13F filing for Q2 2021, filed 13 Jul 2021.