Vault-13

ISHARES TR

IBONDS DEC23 ETF · CUSIP 46434VAX8

1 institutional holders -1 vs Q1 2024
$1principal reported held*
$25reported value*
0 new 0 added 0 reduced 1 sold out net sold ≈ $7.2k (-289 shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 256Q4 22: 305Q1 23: 319Q2 23: 323Q3 23: 310Q4 23: 6Q1 24: 2Q2 24: 11Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022256
Q4 2022305
Q1 2023319
Q2 2023323
Q3 2023310
Q4 20236
Q1 20242
Q2 20241

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q4 22: 164 bought or addedQ4 22: 103 cut or sold outQ4 22Q1 23: 167 bought or addedQ1 23: 121 cut or sold outQ2 23: 149 bought or addedQ2 23: 152 cut or sold outQ2 23Q3 23: 113 bought or addedQ3 23: 177 cut or sold outQ4 23: 0 bought or addedQ4 23: 304 cut or sold outQ4 23Q1 24: 0 bought or addedQ1 24: 4 cut or sold outQ2 24: 0 bought or addedQ2 24: 1 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022164103
Q1 2023167121
Q2 2023149152
Q3 2023113177
Q4 20230304
Q1 202404
Q2 202401

Biggest buyers

None

Biggest sellers

OGOREK ANTHONY JOSEPH /NY/ /ADV Sold out -289-289

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $25 $25 0.00% Unchanged