WWM
IBDN

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

WJ Wealth Management’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
-700
Closed -$633K – 59
2022
Q3 		$633K Sell
700
-23,188
-97% -$580K 0.4% 30
2022
Q2 		$597K Buy
+23,888
New +$598K 0.42% 28
2022
Q1 		– Hold
0
– – – 10
2021
Q2 		– Sell
-16,114
Closed -$410K – 48
2021
Q1 		$410K Sell
16,114
-1,200
-7% -$30.6K 1.28% 23
2020
Q4 		$443K Sell
17,314
-3,125
-15% -$80K 1.38% 21
2020
Q3 		$524K Sell
20,439
-31,141
-60% -$799K 1.7% 12
2020
Q2 		$1.32M Buy
51,580
+21,765
+73% +$553K 0.93% 18
2020
Q1 		$739K Sell
29,815
-3,680
-11% -$92.4K 2.66% 12
2019
Q4 		$847K Buy
+33,495
New +$847K 2.14% 13

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

WJ Wealth Management's IBDN Position: Q4 2022 in Review

WJ Wealth Management sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 700 shares — an estimated $633K sold.

WJ Wealth Management first reported a position in IBDN in Q4 2019 and held it in 8 quarters. The position peaked at $1.32M in Q2 2020. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • WJ Wealth Management reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • WJ Wealth Management sold 700 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $633K.
  • WJ Wealth Management first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2019 and held it in 8 quarters.
  • WJ Wealth Management's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $1.32M in Q2 2020.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on WJ Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.