SC
IBDN

Stephens Consulting’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Stephens Consulting’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
-188
Closed -$4.71K – 571
2022
Q3 		$4.71K Hold
188
– – ﹤0.01% 416
2022
Q2 		$4.7K Hold
188
– – ﹤0.01% 409
2022
Q1 		$4.71K Hold
188
– – ﹤0.01% 440
2021
Q4 		$4.73K Buy
+188
New +$4.74K ﹤0.01% 491

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

Stephens Consulting's IBDN Position: Q4 2022 in Review

Stephens Consulting sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 188 shares — an estimated $4.71K sold.

Stephens Consulting first reported a position in IBDN in Q4 2021 and held it in 4 quarters. The position peaked at $4.73K in Q4 2021. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Stephens Consulting reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Stephens Consulting sold 188 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $4.71K.
  • Stephens Consulting first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2021 and held it in 4 quarters.
  • Stephens Consulting's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $4.73K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Stephens Consulting's 13F filing for Q4 2022, filed 20 Jan 2023.