AMM
IBDO

American Money Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

American Money 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
-44,678
Closed -$1.13M – 137
2023
Q3 		$1.13M Buy
44,678
+32
+0.1% +$809 0.29% 65
2023
Q2 		$1.13M Sell
44,646
-2,545
-5% -$64.2K 0.28% 67
2023
Q1 		$1.19M Buy
47,191
+14
+0% +$352 0.32% 64
2022
Q4 		$1.18M Buy
47,177
+21
+0% +$524 0.34% 61
2022
Q3 		$1.18M Buy
47,156
+1,214
+3% +$30.4K 0.36% 62
2022
Q2 		$1.15M Buy
45,942
+11
+0% +$277 0.34% 61
2022
Q1 		$1.16M Sell
45,931
-78
-0.2% -$1.99K 0.31% 64
2021
Q4 		$1.18M Sell
46,009
-3,650
-7% -$94.2K 0.31% 65
2021
Q3 		$1.29M Buy
+49,659
New +$1.29M 0.37% 59

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

American Money Management's IBDO Position: Q4 2023 in Review

American Money Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 44,678 shares — an estimated $1.13M sold.

American Money Management first reported a position in IBDO in Q3 2021 and held it in 9 quarters. The position peaked at $1.29M in Q3 2021. 4 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • American Money Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • American Money Management sold 44,678 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $1.13M.
  • American Money Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2021 and held it in 9 quarters.
  • American Money Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $1.29M in Q3 2021.
  • 4 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on American Money Management's 13F filing for Q4 2023, filed 13 Feb 2024.