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Worth Asset Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Worth Asset Management’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,850
Closed -$44K – 489
2022
Q3 		$44K Buy
+1,850
New +$46.9K 0.03% 155

Other funds holding IBDX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $202M AUM 11.53% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SHA
Seneca House Advisors Richmond, Virginia $252M AUM 17.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWMG
Signature Wealth Management Group Atlanta, Georgia $263M AUM 9.1% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

Worth Asset Management's IBDX Position: Q4 2022 in Review

Worth Asset Management sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q4 2022, closing a stake of 1,850 shares — an estimated $44K sold.

Worth Asset Management first reported a position in IBDX in Q3 2022 and held it in 1 quarter. The position peaked at $44K in Q3 2022. 26 funds tracked by Wall St. Rank hold IBDX as of Q4 2022.

  • Worth Asset Management reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Worth Asset Management sold 1,850 iShares iBonds Dec 2032 Term Corporate ETF shares in Q4 2022, an estimated $44K.
  • Worth Asset Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2022 and held it in 1 quarter.
  • Worth Asset Management's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $44K in Q3 2022.
  • 26 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q4 2022.

Based on Worth Asset Management's 13F filing for Q4 2022, filed 13 Jan 2023.