AIA
IBDN

Arcadia Investment Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Arcadia Investment Advisors’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
-32,152
Closed -$805K – 95
2022
Q3 		$805K Buy
32,152
+11,978
+59% +$299K 0.61% 27
2022
Q2 		$505K Sell
20,174
-4,573
-18% -$114K 0.37% 28
2022
Q1 		$620K Sell
24,747
-5,873
-19% -$147K 0.38% 28
2021
Q4 		$770K Sell
30,620
-51,315
-63% -$1.29M 0.39% 28
2021
Q3 		$2.07M Sell
81,935
-158,210
-66% -$4.01M 1.12% 23
2021
Q2 		$6.1M Buy
240,145
+4,917
+2% +$125K 3.26% 13
2021
Q1 		$5.99M Buy
235,228
+6,074
+3% +$155K 3.29% 13
2020
Q4 		$5.86M Buy
229,154
+10,332
+5% +$264K 3.34% 14
2020
Q3 		$5.61M Buy
218,822
+5,295
+2% +$136K 3.58% 11
2020
Q2 		$5.48M Buy
213,527
+16,792
+9% +$427K 3.72% 9
2020
Q1 		$4.88M Sell
196,735
-15,525
-7% -$390K 3.87% 10
2019
Q4 		$5.37M Buy
212,260
+12,034
+6% +$304K 3.53% 11
2019
Q3 		$5.07M Buy
200,226
+12,743
+7% +$322K 3.42% 12
2019
Q2 		$4.73M Buy
187,483
+116,682
+165% +$2.91M 3.21% 11
2019
Q1 		$1.76M Buy
70,801
+57,980
+452% +$1.43M 1.33% 20
2018
Q4 		$310K Buy
12,821
+8,876
+225% +$215K 0.27% 24
2018
Q3 		$96K Buy
+3,945
New +$96K 0.07% 31

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

Arcadia Investment Advisors's IBDN Position: Q4 2022 in Review

Arcadia Investment Advisors sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 32,152 shares — an estimated $805K sold.

Arcadia Investment Advisors first reported a position in IBDN in Q3 2018 and held it in 17 quarters. The position peaked at $6.1M in Q2 2021. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Arcadia Investment Advisors reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Arcadia Investment Advisors sold 32,152 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $805K.
  • Arcadia Investment Advisors first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2018 and held it in 17 quarters.
  • Arcadia Investment Advisors's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $6.1M in Q2 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Arcadia Investment Advisors's 13F filing for Q4 2022, filed 19 Dec 2024.