Sowa Financial Group’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Sowa Financial Group’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 Q2	–	Sell	-8,166	Closed	-$204K	–	66
2022 Q1	$204K	Buy	8,166 +18	+0.2%	+$451	0.12%	65
2021 Q4	$205K	Buy	8,148 +54	+0.7%	+$1.36K	0.12%	70
2021 Q3	$205K	Buy	8,094 +33	+0.4%	+$836	0.13%	68
2021 Q2	$205K	Buy	8,061 +15	+0.2%	+$381	0.15%	69
2021 Q1	$205K	Buy	8,046 +11	+0.1%	+$281	0.14%	70
2020 Q4	$205K	Buy	8,035 +24	+0.3%	+$614	0.14%	63
2020 Q3	$205K	Buy	8,011 +20	+0.3%	+$513	0.15%	59
2020 Q2	$205K	Buy	7,991 +22	+0.3%	+$559	0.16%	60
2020 Q1	$198K	Buy	7,969 +16	+0.2%	+$402	0.17%	51
2019 Q4	$201K	Buy	+7,953	New	+$201K	0.16%	57

Other funds holding IBDN

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

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

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

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

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

BWM

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

RJFSA

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Sowa Financial Group's IBDN Position: Q2 2022 in Review

Sowa Financial Group sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q2 2022, closing a stake of 8,166 shares — an estimated $204K sold.

Sowa Financial Group first reported a position in IBDN in Q4 2019 and held it in 10 quarters. The position peaked at $205K in Q4 2021. 212 funds tracked by Wall St. Rank hold IBDN as of Q2 2022.

Sowa Financial Group reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q2 2022 after selling out during the quarter.
Sowa Financial Group sold 8,166 iShares iBonds Dec 2022 Term Corporate ETF shares in Q2 2022, an estimated $204K.
Sowa Financial Group first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2019 and held it in 10 quarters.
Sowa Financial Group's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $205K in Q4 2021.
212 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q2 2022.

Based on Sowa Financial Group's 13F filing for Q2 2022, filed 9 Aug 2022.