Virginia Wealth Management Group’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Virginia Wealth Management 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	-85,765	Closed	-$2.15M	–	79
2022 Q3	$2.15M	Buy	85,765 +7,830	+10%	+$196K	1.6%	30
2022 Q2	$1.95M	Sell	77,935 -2,440	-3%	-$61K	1.87%	30
2022 Q1	$2.01M	Buy	80,375 +6,825	+9%	+$171K	1.8%	30
2021 Q4	$1.85M	Buy	+73,550	New	+$1.85M	1.66%	32

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

Virginia Wealth Management Group's IBDN Position: Q4 2022 in Review

Virginia Wealth Management Group sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 85,765 shares — an estimated $2.15M sold.

Virginia Wealth Management Group first reported a position in IBDN in Q4 2021 and held it in 4 quarters. The position peaked at $2.15M in Q3 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

Virginia Wealth Management Group reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Virginia Wealth Management Group sold 85,765 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $2.15M.
Virginia Wealth Management Group first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2021 and held it in 4 quarters.
Virginia Wealth Management Group's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $2.15M in Q3 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

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