4FG
IBDO

4Thought Financial Group’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

4Thought Financial Group’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-20,755
Closed -$526K – 115
2023
Q3 		$526K Buy
20,755
+219
+1% +$5.54K 0.42% 28
2023
Q2 		$519K Buy
20,536
+488
+2% +$12.3K 0.41% 29
2023
Q1 		$505K Buy
20,048
+9,320
+87% +$234K 0.42% 33
2022
Q4 		$269K Buy
10,728
+6,343
+145% +$158K 0.24% 40
2022
Q3 		$109K Sell
4,385
-2,650
-38% -$66.4K 0.11% 50
2022
Q2 		$177K Sell
7,035
-5,539
-44% -$139K 0.17% 47
2022
Q1 		$318K Buy
12,574
+201
+2% +$5.12K 0.28% 39
2021
Q4 		$318K Buy
12,373
+1,550
+14% +$40K 0.26% 43
2021
Q3 		$281K Buy
10,823
+3,968
+58% +$103K 0.24% 43
2021
Q2 		$179K Buy
6,855
+124
+2% +$3.24K 0.16% 45
2021
Q1 		$176K Buy
+6,731
New +$176K 0.17% 45

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

4Thought Financial Group's IBDO Position: Q4 2023 in Review

4Thought Financial Group sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 20,755 shares — an estimated $526K sold.

4Thought Financial Group first reported a position in IBDO in Q1 2021 and held it in 11 quarters. The position peaked at $526K in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • 4Thought Financial Group reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • 4Thought Financial Group sold 20,755 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $526K.
  • 4Thought Financial Group first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2021 and held it in 11 quarters.
  • 4Thought Financial Group's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $526K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on 4Thought Financial Group's 13F filing for Q4 2023, filed 30 Jan 2024.