Equitable Holdings’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Equitable Holdings’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	-12,536	Closed	-$314K	–	962
2022 Q3	$314K	Buy	12,536 +54	+0.4%	+$1.35K	0.01%	674
2022 Q2	$312K	Buy	+12,482	New	+$312K	0.01%	678

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

Equitable Holdings's IBDN Position: Q4 2022 in Review

Equitable Holdings sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 12,536 shares — an estimated $314K sold.

Equitable Holdings first reported a position in IBDN in Q2 2022 and held it in 2 quarters. The position peaked at $314K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

Equitable Holdings reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Equitable Holdings sold 12,536 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $314K.
Equitable Holdings first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2022 and held it in 2 quarters.
Equitable Holdings's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $314K in Q3 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Equitable Holdings's 13F filing for Q4 2022, filed 14 Feb 2023.