ICG
IBTB

InterOcean Capital Group’s iShares iBonds Dec 2022 Term Treasury ETF IBTB Stock Holding History

InterOcean Capital Group’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
-58,885
Closed -$1.5M – 446
2022
Q3 		$1.5M Buy
58,885
+41,265
+234% +$1.05M 0.06% 134
2022
Q2 		$446K Buy
+17,620
New +$447K 0.02% 258

Other funds holding IBTB

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

InterOcean Capital Group sold out of iShares iBonds Dec 2022 Term Treasury ETF (IBTB) in Q4 2022, closing a stake of 58,885 shares — an estimated $1.5M sold.

InterOcean Capital Group first reported a position in IBTB in Q2 2022 and held it in 2 quarters. The position peaked at $1.5M in Q3 2022. 1 fund tracked by Wall St. Rank holds IBTB as of Q4 2022.

  • InterOcean Capital Group reported no remaining iShares iBonds Dec 2022 Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • InterOcean Capital Group sold 58,885 iShares iBonds Dec 2022 Term Treasury ETF shares in Q4 2022, an estimated $1.5M.
  • InterOcean Capital Group first reported a position in iShares iBonds Dec 2022 Term Treasury ETF in Q2 2022 and held it in 2 quarters.
  • InterOcean Capital Group's iShares iBonds Dec 2022 Term Treasury ETF position peaked at $1.5M in Q3 2022.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Treasury ETF as of Q4 2022.

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