WWM
IBDD

WJ Wealth Management’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

WJ Wealth Management’s Portfolio IBDD Stock Details IBDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-16,665
Closed -$441K – 32
2022
Q2 		$439K Buy
+16,665
New +$442K 0.31% 34
2022
Q1 		– Hold
0
– – – 46

Other funds holding IBDD

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $443M AUM 17.59% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WJ Wealth Management's IBDD Position: Q3 2022 in Review

WJ Wealth Management sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q3 2022, closing a stake of 16,665 shares — an estimated $441K sold.

WJ Wealth Management first reported a position in IBDD in Q2 2022 and held it in 1 quarter. The position peaked at $439K in Q2 2022. 26 funds tracked by Wall St. Rank hold IBDD as of Q3 2022.

  • WJ Wealth Management reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q3 2022 after selling out during the quarter.
  • WJ Wealth Management sold 16,665 iShares iBonds Mar 2023 Term Corporate ETF shares in Q3 2022, an estimated $441K.
  • WJ Wealth Management first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q2 2022 and held it in 1 quarter.
  • WJ Wealth Management's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $439K in Q2 2022.
  • 26 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q3 2022.

Based on WJ Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.