Cerity Partners
IBTB

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

Cerity Partners’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
-9,066
Closed -$230K – 1542
2022
Q3 		$230K Buy
+9,066
New +$230K ﹤0.01% 1002

Other funds holding IBTB

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Cerity Partners's IBTB Position: Q4 2022 in Review

Cerity Partners sold out of iShares iBonds Dec 2022 Term Treasury ETF (IBTB) in Q4 2022, closing a stake of 9,066 shares — an estimated $230K sold.

Cerity Partners first reported a position in IBTB in Q3 2022 and held it in 1 quarter. The position peaked at $230K in Q3 2022. 1 fund tracked by Wall St. Rank holds IBTB as of Q4 2022.

  • Cerity Partners reported no remaining iShares iBonds Dec 2022 Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Cerity Partners sold 9,066 iShares iBonds Dec 2022 Term Treasury ETF shares in Q4 2022, an estimated $230K.
  • Cerity Partners first reported a position in iShares iBonds Dec 2022 Term Treasury ETF in Q3 2022 and held it in 1 quarter.
  • Cerity Partners's iShares iBonds Dec 2022 Term Treasury ETF position peaked at $230K 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's 13F filing for Q4 2022, filed 15 Feb 2023.