Strategic Blueprint’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Strategic Blueprint’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	-264,574	Closed	-$6.62M	–	548
2022 Q3	$6.62M	Buy	264,574 +17,384	+7%	+$435K	0.79%	25
2022 Q2	$6.18M	Buy	+247,190	New	+$6.18M	0.76%	21
2021 Q3	–	Sell	-1,804	Closed	-$46K	–	1455
2021 Q2	$46K	Buy	+1,804	New	+$45.9K	0.01%	646
2019 Q4	–	Sell	-354	Closed	-$9K	–	463
2019 Q3	$9K	Buy	+354	New	+$8.94K	0.01%	314

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

Strategic Blueprint's IBDN Position: Q4 2022 in Review

Strategic Blueprint sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 264,574 shares — an estimated $6.62M sold.

Strategic Blueprint first reported a position in IBDN in Q3 2019 and held it in 4 quarters. The position peaked at $6.62M in Q3 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

Strategic Blueprint reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Strategic Blueprint sold 264,574 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $6.62M.
Strategic Blueprint first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2019 and held it in 4 quarters.
Strategic Blueprint's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $6.62M in Q3 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Strategic Blueprint's 13F filing for Q4 2022, filed 26 Jan 2023.