ANBT
IBDO

American National Bank & Trust’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

American National Bank & Trust’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
-311
Closed -$7.89K – 704
2023
Q3 		$7.89K Buy
+311
New +$7.86K ﹤0.01% 430
2022
Q2 		– Sell
-1,172
Closed -$30K – 461
2022
Q1 		$30K Hold
1,172
– – 0.01% 237
2021
Q4 		$30K Hold
1,172
– – 0.01% 227
2021
Q3 		$30K Buy
+1,172
New +$30.5K 0.01% 193

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

American National Bank & Trust's IBDO Position: Q4 2023 in Review

American National Bank & Trust sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 311 shares — an estimated $7.89K sold.

American National Bank & Trust first reported a position in IBDO in Q3 2021 and held it in 4 quarters. The position peaked at $30K in Q1 2022. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • American National Bank & Trust reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • American National Bank & Trust sold 311 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $7.89K.
  • American National Bank & Trust first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2021 and held it in 4 quarters.
  • American National Bank & Trust's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $30K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on American National Bank & Trust's 13F filing for Q4 2023, filed 8 Feb 2024.