AIM
IBDN

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

Arcadia Investment 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
-23,800
Closed -$596K – 359
2022
Q3 		$596K Sell
23,800
-6,300
-21% -$158K 0.14% 87
2022
Q2 		$753K Hold
30,100
– – 0.17% 80
2022
Q1 		$754K Buy
30,100
+1,000
+3% +$25.1K 0.14% 88
2021
Q4 		$732K Hold
29,100
– – 0.12% 95
2021
Q3 		$736K Hold
29,100
– – 0.14% 95
2021
Q2 		$739K Buy
29,100
+8,025
+38% +$204K 0.14% 93
2021
Q1 		$537K Buy
+21,075
New +$537K 0.11% 104

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 Management's IBDN Position: Q4 2022 in Review

Arcadia Investment Management sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 23,800 shares — an estimated $596K sold.

Arcadia Investment Management first reported a position in IBDN in Q1 2021 and held it in 7 quarters. The position peaked at $754K in Q1 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Arcadia Investment Management reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Arcadia Investment Management sold 23,800 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $596K.
  • Arcadia Investment Management first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2021 and held it in 7 quarters.
  • Arcadia Investment Management's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $754K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Arcadia Investment Management's 13F filing for Q4 2022, filed 8 Feb 2023.