Barrett & Company’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

Barrett & Company’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	-363	Closed	-$9.63K	–	608
2022 Q4	$9.63K	Hold	363	–	–	0.01%	386
2022 Q3	$9.63K	Buy	+363	New	+$9.6K	0.01%	386

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

Barrett & Company's IBDD Position: Q1 2023 in Review

Barrett & Company sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q1 2023, closing a stake of 363 shares — an estimated $9.63K sold.

Barrett & Company first reported a position in IBDD in Q3 2022 and held it in 2 quarters. The position peaked at $9.63K in Q4 2022. 5 funds tracked by Wall St. Rank hold IBDD as of Q1 2023.

Barrett & Company reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
Barrett & Company sold 363 iShares iBonds Mar 2023 Term Corporate ETF shares in Q1 2023, an estimated $9.63K.
Barrett & Company first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q3 2022 and held it in 2 quarters.
Barrett & Company's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $9.63K in Q4 2022.
5 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q1 2023.

Based on Barrett & Company's 13F filing for Q1 2023, filed 11 May 2023.