SL
IBDN

SWMG LLC’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

SWMG LLC’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
-11,228
Closed -$281K – 90
2022
Q3 		$281K Buy
+11,228
New +$281K 0.18% 63
2022
Q1 		$523K Buy
+20,876
New +$524K 0.29% 47

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

SWMG LLC's IBDN Position: Q4 2022 in Review

SWMG LLC sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 11,228 shares — an estimated $281K sold.

SWMG LLC first reported a position in IBDN in Q1 2022 and held it in 2 quarters. The position peaked at $523K in Q1 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • SWMG LLC reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • SWMG LLC sold 11,228 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $281K.
  • SWMG LLC first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2022 and held it in 2 quarters.
  • SWMG LLC's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $523K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on SWMG LLC's 13F filing for Q4 2022, filed 14 Feb 2023.