CWM
IBDN

Curi Wealth Management’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Curi Wealth 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
-11,309
Closed -$283K – 212
2022
Q3 		$283K Buy
+11,309
New +$283K 0.05% 143

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

Curi Wealth Management's IBDN Position: Q4 2022 in Review

Curi Wealth Management sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 11,309 shares — an estimated $283K sold.

Curi Wealth Management first reported a position in IBDN in Q3 2022 and held it in 1 quarter. The position peaked at $283K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Curi Wealth Management reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Curi Wealth Management sold 11,309 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $283K.
  • Curi Wealth Management first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2022 and held it in 1 quarter.
  • Curi Wealth Management's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $283K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Curi Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.