Wealthspire Advisors (New York)’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Wealthspire Advisors (New York)’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	-34,085	Closed	-$853K	–	613
2022 Q3	$853K	Buy	+34,085	New	+$852K	0.02%	244

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

Wealthspire Advisors (New York)'s IBDN Position: Q4 2022 in Review

Wealthspire Advisors (New York) sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 34,085 shares — an estimated $853K sold.

Wealthspire Advisors (New York) first reported a position in IBDN in Q3 2022 and held it in 1 quarter. The position peaked at $853K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

Wealthspire Advisors (New York) reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Wealthspire Advisors (New York) sold 34,085 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $853K.
Wealthspire Advisors (New York) first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2022 and held it in 1 quarter.
Wealthspire Advisors (New York)'s iShares iBonds Dec 2022 Term Corporate ETF position peaked at $853K in Q3 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2022, filed 14 Feb 2023.