Alesco Advisors’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

Alesco Advisors’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
2023 Q1	–	Sell	-45,205	Closed	-$1.2M	–	167
2022 Q4	$1.2M	Hold	45,205	–	–	0.05%	74
2022 Q3	$1.2M	Hold	45,205	–	–	0.05%	63
2022 Q2	$1.2M	Hold	45,205	–	–	0.05%	70
2022 Q1	$1.2M	Buy	+45,205	New	+$1.21M	0.04%	69

Other funds holding IBDD

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

AIM

Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Alesco Advisors's IBDD Position: Q1 2023 in Review

Alesco Advisors sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q1 2023, closing a stake of 45,205 shares — an estimated $1.2M sold.

Alesco Advisors first reported a position in IBDD in Q1 2022 and held it in 4 quarters. The position peaked at $1.2M in Q1 2022. 5 funds tracked by Wall St. Rank hold IBDD as of Q1 2023.

Alesco Advisors reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
Alesco Advisors sold 45,205 iShares iBonds Mar 2023 Term Corporate ETF shares in Q1 2023, an estimated $1.2M.
Alesco Advisors first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q1 2022 and held it in 4 quarters.
Alesco Advisors's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $1.2M in Q1 2022.
5 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q1 2023.

Based on Alesco Advisors's 13F filing for Q1 2023, filed 24 Apr 2023.