APA
IBDO

American Portfolios Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$1.12M Hold
44,890
– – 0.05% 406
2022
Q2 		$1.13M Buy
44,890
+240
+0.5% +$6.04K 0.05% 399
2022
Q1 		$1.13M Hold
44,650
– – 0.04% 448
2021
Q4 		$1.15M Sell
44,650
-2,975
-6% -$76.8K 0.04% 447
2021
Q3 		$1.24M Buy
47,625
+7,680
+19% +$200K 0.05% 376
2021
Q2 		$1.04M Buy
39,945
+2,755
+7% +$71.9K 0.04% 438
2021
Q1 		$972K Buy
37,190
+4,970
+15% +$130K 0.04% 414
2020
Q4 		$846K Buy
32,220
+1,900
+6% +$49.8K 0.04% 395
2020
Q3 		$795K Hold
30,320
– – 0.05% 352
2020
Q2 		$795K Buy
30,320
+2,875
+10% +$74.1K 0.05% 329
2020
Q1 		$686K Buy
27,445
+2,415
+10% +$61.3K 0.06% 289
2019
Q4 		$640K Buy
25,030
+10,200
+69% +$261K 0.05% 362
2019
Q3 		$380K Buy
14,830
+3,290
+29% +$83.8K 0.03% 490
2019
Q2 		$293K Buy
11,540
+3,870
+50% +$96.9K 0.02% 571
2019
Q1 		$192K Buy
7,670
+325
+4% +$7.99K 0.02% 652
2018
Q4 		$178K Buy
7,345
+2,825
+63% +$68.1K 0.02% 546
2018
Q3 		$110K Hold
4,520
– – 0.01% 788
2018
Q2 		$110K Hold
4,520
– – 0.01% 772
2018
Q1 		$111K Buy
+4,520
New +$112K 0.02% 714

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American Portfolios Advisors's IBDO Position: Q3 2022 in Review

American Portfolios Advisors held its iShares iBonds Dec 2023 Term Corporate ETF (IBDO) position steady in Q3 2022 at 44,890 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #406.

American Portfolios Advisors first reported a position in IBDO in Q1 2018 and has held it in 19 quarters since. The position peaked at $1.24M in Q3 2021. 246 funds tracked by Wall St. Rank hold IBDO as of Q3 2022.

  • American Portfolios Advisors held 44,890 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $1.12M as of Q3 2022.
  • American Portfolios Advisors left its iShares iBonds Dec 2023 Term Corporate ETF share count unchanged in Q3 2022.
  • iShares iBonds Dec 2023 Term Corporate ETF made up 0.05% of American Portfolios Advisors's portfolio in Q3 2022, its #406 holding.
  • American Portfolios Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2018 and has held it in 19 quarters since.
  • American Portfolios Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $1.24M in Q3 2021.
  • 246 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.