PA
IBDN

Pinnacle Associates’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Pinnacle Associates’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
-18,400
Closed -$461K – 783
2022
Q3 		$461K Sell
18,400
-3,200
-15% -$80K 0.01% 510
2022
Q2 		$540K Hold
21,600
– – 0.01% 506
2022
Q1 		$541K Hold
21,600
– – 0.01% 541
2021
Q4 		$543K Hold
21,600
– – 0.01% 550
2021
Q3 		$547K Hold
21,600
– – 0.01% 535
2021
Q2 		$549K Hold
21,600
– – 0.01% 534
2021
Q1 		$550K Hold
21,600
– – 0.01% 521
2020
Q4 		$552K Hold
21,600
– – 0.01% 495
2020
Q3 		$554K Buy
+21,600
New +$554K 0.01% 477

Other funds holding IBDN

OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Pinnacle Associates's IBDN Position: Q4 2022 in Review

Pinnacle Associates sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 18,400 shares — an estimated $461K sold.

Pinnacle Associates first reported a position in IBDN in Q3 2020 and held it in 9 quarters. The position peaked at $554K in Q3 2020. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Pinnacle Associates reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Pinnacle Associates sold 18,400 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $461K.
  • Pinnacle Associates first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2020 and held it in 9 quarters.
  • Pinnacle Associates's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $554K in Q3 2020.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Pinnacle Associates's 13F filing for Q4 2022, filed 25 Jan 2023.