PIMG
IBDD

Patriot Investment Management Group’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

Patriot Investment Management Group’s Portfolio IBDD Stock Details IBDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-9,500
Closed -$253K – 405
2022
Q4 		$253K Hold
9,500
– – 0.02% 224
2022
Q3 		$251K Buy
+9,500
New +$251K 0.03% 214

Other funds holding IBDD

MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
AIM
Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Patriot Investment Management Group's IBDD Position: Q1 2023 in Review

Patriot Investment Management Group sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q1 2023, closing a stake of 9,500 shares — an estimated $253K sold.

Patriot Investment Management Group first reported a position in IBDD in Q3 2022 and held it in 2 quarters. The position peaked at $253K in Q4 2022. 5 funds tracked by Wall St. Rank hold IBDD as of Q1 2023.

  • Patriot Investment Management Group reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 9,500 iShares iBonds Mar 2023 Term Corporate ETF shares in Q1 2023, an estimated $253K.
  • Patriot Investment Management Group first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q3 2022 and held it in 2 quarters.
  • Patriot Investment Management Group's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $253K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.