Cerity Partners OCIO’s iShares iBonds Dec 2022 Term Treasury ETF IBTB Stock Holding History

Cerity Partners OCIO’s Portfolio IBTB Stock Details IBTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-300,613	Closed	-$7.63M	–	449
2022 Q3	$7.63M	Buy	+300,613	New	+$7.62M	0.27%	46

Other funds holding IBTB

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cerity Partners OCIO's IBTB Position: Q4 2022 in Review

Cerity Partners OCIO sold out of iShares iBonds Dec 2022 Term Treasury ETF (IBTB) in Q4 2022, closing a stake of 300,613 shares — an estimated $7.63M sold.

Cerity Partners OCIO first reported a position in IBTB in Q3 2022 and held it in 1 quarter. The position peaked at $7.63M in Q3 2022. 1 fund tracked by Wall St. Rank holds IBTB as of Q4 2022.

Cerity Partners OCIO reported no remaining iShares iBonds Dec 2022 Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
Cerity Partners OCIO sold 300,613 iShares iBonds Dec 2022 Term Treasury ETF shares in Q4 2022, an estimated $7.63M.
Cerity Partners OCIO first reported a position in iShares iBonds Dec 2022 Term Treasury ETF in Q3 2022 and held it in 1 quarter.
Cerity Partners OCIO's iShares iBonds Dec 2022 Term Treasury ETF position peaked at $7.63M in Q3 2022.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Treasury ETF as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.