Valley Wealth Managers’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Valley Wealth Managers’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	-10,586	Closed	-$265K	–	479
2022 Q3	$265K	Hold	10,586	–	–	0.03%	148
2022 Q2	$265K	Buy	+10,586	New	+$265K	0.02%	160

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

Valley Wealth Managers's IBDN Position: Q4 2022 in Review

Valley Wealth Managers sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 10,586 shares — an estimated $265K sold.

Valley Wealth Managers first reported a position in IBDN in Q2 2022 and held it in 2 quarters. The position peaked at $265K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

Valley Wealth Managers reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Valley Wealth Managers sold 10,586 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $265K.
Valley Wealth Managers first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2022 and held it in 2 quarters.
Valley Wealth Managers's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $265K in Q3 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Valley Wealth Managers's 13F filing for Q4 2022, filed 1 Feb 2023.