APS
IBDO

American Planning Services’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

American Planning Services’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
Q3 		– Sell
-599,600
Closed -$15.2M – 5
2023
Q2 		$15.2M Buy
599,600
+63,211
+12% +$1.59M 9.94% 4
2023
Q1 		$13.5M Buy
+536,389
New +$13.5M 9.16% 6

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

American Planning Services's IBDO Position: Q3 2023 in Review

American Planning Services sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q3 2023, closing a stake of 599,600 shares — an estimated $15.2M sold.

American Planning Services first reported a position in IBDO in Q1 2023 and held it in 2 quarters. The position peaked at $15.2M in Q2 2023. 286 funds tracked by Wall St. Rank hold IBDO as of Q3 2023.

  • American Planning Services reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q3 2023 after selling out during the quarter.
  • American Planning Services sold 599,600 iShares iBonds Dec 2023 Term Corporate ETF shares in Q3 2023, an estimated $15.2M.
  • American Planning Services first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2023 and held it in 2 quarters.
  • American Planning Services's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $15.2M in Q2 2023.
  • 286 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2023.

Based on American Planning Services's 13F filing for Q3 2023, filed 7 Nov 2023.