Moloney Securities Asset Management’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Moloney Securities Asset 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	-213,602	Closed	-$5.35M	–	429
2022 Q3	$5.35M	Buy	+213,602	New	+$5.34M	1.29%	11

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

Moloney Securities Asset Management's IBDN Position: Q4 2022 in Review

Moloney Securities Asset Management sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 213,602 shares — an estimated $5.35M sold.

Moloney Securities Asset Management first reported a position in IBDN in Q3 2022 and held it in 1 quarter. The position peaked at $5.35M in Q3 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

Moloney Securities Asset Management reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Moloney Securities Asset Management sold 213,602 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $5.35M.
Moloney Securities Asset Management first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2022 and held it in 1 quarter.
Moloney Securities Asset Management's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $5.35M in Q3 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Moloney Securities Asset Management's 13F filing for Q4 2022, filed 30 Jan 2023.