Advisor Group’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Advisor 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
2019 Q4	$553K	Buy	21,684 +7,394	+52%	+$189K	﹤0.01%	1599
2019 Q3	$366K	Sell	14,290 -1,883	-12%	-$48K	﹤0.01%	1843
2019 Q2	$411K	Buy	16,173 +7,234	+81%	+$181K	﹤0.01%	1754
2019 Q1	$223K	Buy	8,939 +6,921	+343%	+$170K	﹤0.01%	2200
2018 Q4	$49K	Buy	2,018 +1,324	+191%	+$31.9K	﹤0.01%	3201
2018 Q3	$17K	Buy	694 +593	+587%	+$14.4K	﹤0.01%	4001
2018 Q2	$2K	Hold	101	–	–	﹤0.01%	4715
2018 Q1	$2K	Hold	101	–	–	﹤0.01%	4724
2017 Q4	$3K	Hold	101	–	–	﹤0.01%	4600
2017 Q3	$3K	Hold	101	–	–	﹤0.01%	4460
2017 Q2	$3K	Hold	101	–	–	﹤0.01%	4442
2017 Q1	$3K	Buy	+101	New	+$2.51K	﹤0.01%	4319
2016 Q3	–	Sell	-1,800	Closed	-$46K	–	4648
2016 Q2	$46K	Buy	+1,800	New	+$45.4K	﹤0.01%	2477

Other funds holding IBDO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

Advisor Group's IBDO Position: Q4 2019 in Review

Advisor Group increased its iShares iBonds Dec 2023 Term Corporate ETF (IBDO) stake by 52% in Q4 2019, buying an estimated $189K and bringing the position to 21,684 shares worth $553K. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

Advisor Group first reported a position in IBDO in Q2 2016 and has held it in 13 quarters since. 151 funds tracked by Wall St. Rank hold IBDO as of Q4 2019.

Advisor Group held 21,684 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $553K as of Q4 2019.
Advisor Group bought 7,394 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2019, an estimated $189K.
iShares iBonds Dec 2023 Term Corporate ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1599 holding.
Advisor Group first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2016 and has held it in 13 quarters since.
151 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.