AP
IBDO

Arlington Partners’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Arlington Partners’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
Q1 		– Sell
-252
Closed -$6.31K – 607
2022
Q4 		$6.31K Buy
+252
New +$6.29K ﹤0.01% 382

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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Arlington Partners's IBDO Position: Q1 2023 in Review

Arlington Partners sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2023, closing a stake of 252 shares — an estimated $6.31K sold.

Arlington Partners first reported a position in IBDO in Q4 2022 and held it in 1 quarter. The position peaked at $6.31K in Q4 2022. 294 funds tracked by Wall St. Rank hold IBDO as of Q1 2023.

  • Arlington Partners reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
  • Arlington Partners sold 252 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2023, an estimated $6.31K.
  • Arlington Partners first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2022 and held it in 1 quarter.
  • Arlington Partners's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $6.31K in Q4 2022.
  • 294 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2023.

Based on Arlington Partners's 13F filing for Q1 2023, filed 26 Apr 2023.