AWM
IBDO

AE Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

AE Wealth Management’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
-236,765
Closed -$6M – 2219
2023
Q3 		$6M Sell
236,765
-793,621
-77% -$20.1M 0.04% 500
2023
Q2 		$26.1M Sell
1,030,386
-207,053
-17% -$5.22M 0.16% 147
2023
Q1 		$31.2M Buy
1,237,439
+1,218,783
+6,533% +$30.6M 0.2% 112
2022
Q4 		$467K Buy
+18,656
New +$466K ﹤0.01% 1344

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
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

AE Wealth Management's IBDO Position: Q4 2023 in Review

AE Wealth Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 236,765 shares — an estimated $6M sold.

AE Wealth Management first reported a position in IBDO in Q4 2022 and held it in 4 quarters. The position peaked at $31.2M in Q1 2023. 4 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • AE Wealth Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • AE Wealth Management sold 236,765 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $6M.
  • AE Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2022 and held it in 4 quarters.
  • AE Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $31.2M in Q1 2023.
  • 4 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.