CIA
IBDN

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

Choate 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
-20,238
Closed -$507K – 342
2022
Q3 		$507K Hold
20,238
– – 0.03% 160
2022
Q2 		$506K Buy
+20,238
New +$506K 0.03% 167

Other funds holding IBDN

OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Choate Investment Advisors sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 20,238 shares — an estimated $507K sold.

Choate Investment Advisors first reported a position in IBDN in Q2 2022 and held it in 2 quarters. The position peaked at $507K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Choate Investment Advisors reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Choate Investment Advisors sold 20,238 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $507K.
  • Choate Investment Advisors first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2022 and held it in 2 quarters.
  • Choate Investment Advisors's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $507K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Choate Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.