AFC
IBDO

AFT Forsyth & Company’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

AFT Forsyth & Company’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
-15,600
Closed -$396K – 139
2023
Q3 		$396K Hold
15,600
– – 0.29% 86
2023
Q2 		$395K Hold
15,600
– – 0.28% 92
2023
Q1 		$393K Hold
15,600
– – 0.3% 93
2022
Q4 		$390K Hold
15,600
– – 0.33% 96
2022
Q3 		$389K Hold
15,600
– – 0.35% 89
2022
Q2 		$391K Hold
15,600
– – 0.32% 91
2022
Q1 		$394K Buy
+15,600
New +$397K 0.25% 104

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

AFT Forsyth & Company's IBDO Position: Q4 2023 in Review

AFT Forsyth & Company sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 15,600 shares — an estimated $396K sold.

AFT Forsyth & Company first reported a position in IBDO in Q1 2022 and held it in 7 quarters. The position peaked at $396K in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • AFT Forsyth & Company reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • AFT Forsyth & Company sold 15,600 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $396K.
  • AFT Forsyth & Company first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2022 and held it in 7 quarters.
  • AFT Forsyth & Company's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $396K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on AFT Forsyth & Company's 13F filing for Q4 2023, filed 9 Feb 2024.