Anchor Investment Management’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,578
| Closed | -$95.1K | – | 1022 |
|
|
2023
Q1 | $95.1K | Buy |
3,578
+1
| +0% | +$27 | 0.01% | 446 |
|
|
2022
Q4 | $94.8K | Buy |
3,577
+2
| +0.1% | +$53 | 0.01% | 443 |
|
|
2022
Q3 | $94.6K | Buy |
3,575
+1
| +0% | +$26 | 0.01% | 433 |
|
|
2022
Q2 | $94.6K | Sell |
3,574
-160
| -4% | -$4.24K | 0.01% | 456 |
|
|
2022
Q1 | $99.2K | Buy |
3,734
+1
| +0% | +$27 | 0.01% | 468 |
|
|
2021
Q4 | $99.9K | Buy |
3,733
+1
| +0% | +$27 | 0.01% | 485 |
|
|
2021
Q3 | $101K | Buy |
3,732
+1
| +0% | +$27 | 0.01% | 448 |
|
|
2021
Q2 | $101K | Hold |
3,731
| – | – | 0.01% | 454 |
|
|
2021
Q1 | $101K | Buy |
3,731
+1
| +0% | +$27 | 0.02% | 436 |
|
|
2020
Q4 | $102K | Sell |
3,730
-320
| -8% | -$8.74K | 0.02% | 380 |
|
|
2020
Q3 | $111K | Hold |
4,050
| – | – | 0.02% | 347 |
|
|
2020
Q2 | $111K | Hold |
4,050
| – | – | 0.02% | 335 |
|
|
2020
Q1 | $107K | Hold |
4,050
| – | – | 0.03% | 329 |
|
|
2019
Q4 | $109K | Hold |
4,050
| – | – | 0.02% | 362 |
|
|
2019
Q3 | $109K | Hold |
4,050
| – | – | 0.03% | 354 |
|
|
2019
Q2 | $108K | Hold |
4,050
| – | – | 0.03% | 352 |
|
|
2019
Q1 | $107K | Hold |
4,050
| – | – | 0.03% | 352 |
|
|
2018
Q4 | $104K | Hold |
4,050
| – | – | 0.03% | 345 |
|
|
2018
Q3 | $104K | Hold |
4,050
| – | – | 0.02% | 372 |
|
|
2018
Q2 | $104K | Hold |
4,050
| – | – | 0.03% | 382 |
|
|
2018
Q1 | $105K | Hold |
4,050
| – | – | 0.03% | 377 |
|
|
2017
Q4 | $107K | Hold |
4,050
| – | – | 0.03% | 364 |
|
|
2017
Q3 | $108K | Hold |
4,050
| – | – | 0.03% | 341 |
|
|
2017
Q2 | $108K | Hold |
4,050
| – | – | 0.04% | 309 |
|
|
2017
Q1 | $107K | Buy |
+4,050
| New | +$106K | 0.04% | 310 |
|
Anchor Investment Management's IBDD Position: Q2 2023 in Review
Anchor Investment Management sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q2 2023, closing a stake of 3,578 shares — an estimated $95.1K sold.
Anchor Investment Management first reported a position in IBDD in Q1 2017 and held it in 25 quarters. The position peaked at $111K in Q2 2020. 0 funds tracked by Wall St. Rank hold IBDD as of Q2 2023.
- Anchor Investment Management reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q2 2023 after selling out during the quarter.
- Anchor Investment Management sold 3,578 iShares iBonds Mar 2023 Term Corporate ETF shares in Q2 2023, an estimated $95.1K.
- Anchor Investment Management first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q1 2017 and held it in 25 quarters.
- Anchor Investment Management's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $111K in Q2 2020.
- 0 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q2 2023.
Based on Anchor Investment Management's 13F filing for Q2 2023, filed 2 Jan 2024.