SPIA
IBDN

Steward Partners Investment Advisory’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Steward Partners Investment Advisory’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
-6,575
Closed -$165K – 3536
2022
Q3 		$165K Hold
6,575
– – ﹤0.01% 1283
2022
Q2 		$164K Sell
6,575
-4,337
-40% -$109K ﹤0.01% 1283
2022
Q1 		$273K Sell
10,912
-719
-6% -$18K ﹤0.01% 1176
2021
Q4 		$292K Sell
11,631
-2,820
-20% -$71.1K ﹤0.01% 1152
2021
Q3 		$366K Sell
14,451
-17,460
-55% -$442K 0.01% 1027
2021
Q2 		$811K Buy
31,911
+3,360
+12% +$85.4K 0.01% 756
2021
Q1 		$727K Buy
28,551
+15
+0.1% +$383 0.01% 752
2020
Q4 		$730K Buy
28,536
+5,585
+24% +$143K 0.02% 656
2020
Q3 		$588K Buy
22,951
+19,675
+601% +$505K 0.01% 615
2020
Q2 		$84K Hold
3,276
– – ﹤0.01% 1222
2020
Q1 		$81K Hold
3,276
– – ﹤0.01% 1075
2019
Q4 		$82K Sell
3,276
-40
-1% -$1.01K ﹤0.01% 1208
2019
Q3 		$83K Hold
3,316
– – ﹤0.01% 1166
2019
Q2 		$83K Sell
3,316
-5,186
-61% -$129K ﹤0.01% 1129
2019
Q1 		$211K Sell
8,502
-792
-9% -$19.5K 0.01% 730
2018
Q4 		$224K Hold
9,294
– – 0.01% 681
2018
Q3 		$226K Hold
9,294
– – 0.01% 689
2018
Q2 		$226K Buy
+9,294
New +$226K 0.01% 631

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

Steward Partners Investment Advisory's IBDN Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 6,575 shares — an estimated $165K sold.

Steward Partners Investment Advisory first reported a position in IBDN in Q2 2018 and held it in 18 quarters. The position peaked at $811K in Q2 2021. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 6,575 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $165K.
  • Steward Partners Investment Advisory first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2018 and held it in 18 quarters.
  • Steward Partners Investment Advisory's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $811K in Q2 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.