SWPG
IBDN

Strategic Wealth Partners Group’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Strategic Wealth Partners 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
Q4 		– Sell
-13,835
Closed -$346K – 52
2022
Q3 		$346K Hold
13,835
– – 0.08% 39
2022
Q2 		$346K Hold
13,835
– – 0.08% 41
2022
Q1 		$346K Sell
13,835
-7,078
-34% -$178K 0.07% 44
2021
Q4 		$526K Sell
20,913
-1,930
-8% -$48.7K 0.09% 45
2021
Q3 		$578K Buy
+22,843
New +$579K 0.11% 42
2021
Q1 		$409K Buy
16,070
+3,034
+23% +$77.4K 0.08% 45
2020
Q4 		$333K Sell
13,036
-1,311
-9% -$33.5K 0.07% 50
2020
Q3 		$368K Buy
14,347
+5,181
+57% +$133K 0.09% 46
2020
Q2 		$235K Hold
9,166
– – 0.06% 58
2020
Q1 		$227K Buy
+9,166
New +$230K 0.07% 53

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

Strategic Wealth Partners Group's IBDN Position: Q4 2022 in Review

Strategic Wealth Partners Group sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 13,835 shares — an estimated $346K sold.

Strategic Wealth Partners Group first reported a position in IBDN in Q1 2020 and held it in 10 quarters. The position peaked at $578K in Q3 2021. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Strategic Wealth Partners Group reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Strategic Wealth Partners Group sold 13,835 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $346K.
  • Strategic Wealth Partners Group first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2020 and held it in 10 quarters.
  • Strategic Wealth Partners Group's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $578K in Q3 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Strategic Wealth Partners Group's 13F filing for Q4 2022, filed 7 Feb 2023.