Studio Investment Management’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Studio Investment 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	-2,252	Closed	-$56.4K	–	212
2022 Q3	$56.4K	Sell	2,252 -20,738	-90%	-$519K	0.02%	134
2022 Q2	$575K	Sell	22,990 -81,164	-78%	-$2.03M	0.2%	67
2022 Q1	$2.61M	Buy	104,154 +12,084	+13%	+$303K	0.86%	35
2021 Q4	$2.31M	Buy	92,070 +40,814	+80%	+$1.03M	0.83%	43
2021 Q3	$1.3M	Buy	+51,256	New	+$1.3M	0.55%	49

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 $20.6B AUM 34.61% 1-Year Est. Return

Studio Investment Management's IBDN Position: Q4 2022 in Review

Studio Investment Management sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 2,252 shares — an estimated $56.4K sold.

Studio Investment Management first reported a position in IBDN in Q3 2021 and held it in 5 quarters. The position peaked at $2.61M in Q1 2022. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

Studio Investment Management reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Studio Investment Management sold 2,252 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $56.4K.
Studio Investment Management first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2021 and held it in 5 quarters.
Studio Investment Management's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $2.61M in Q1 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Studio Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.