ICG
IBDN

InterOcean Capital Group’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

InterOcean Capital Group’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
-61,261
Closed -$1.53M – 448
2022
Q3 		$1.53M Buy
61,261
+44,796
+272% +$1.12M 0.06% 133
2022
Q2 		$412K Buy
+16,465
New +$412K 0.02% 267

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

InterOcean Capital Group's IBDN Position: Q4 2022 in Review

InterOcean Capital Group sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 61,261 shares — an estimated $1.53M sold.

InterOcean Capital Group first reported a position in IBDN in Q2 2022 and held it in 2 quarters. The position peaked at $1.53M in Q3 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • InterOcean Capital Group reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • InterOcean Capital Group sold 61,261 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $1.53M.
  • InterOcean Capital Group first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2022 and held it in 2 quarters.
  • InterOcean Capital Group's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $1.53M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on InterOcean Capital Group's 13F filing for Q4 2022, filed 8 Feb 2023.