ATPW
IBDO

Ashton Thomas Private Wealth’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Ashton Thomas Private Wealth’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
-8,236
Closed -$209K – 616
2023
Q3 		$209K Sell
8,236
-19,446
-70% -$492K 0.02% 532
2023
Q2 		$700K Buy
27,682
+196
+0.7% +$4.94K 0.05% 342
2023
Q1 		$692K Buy
27,486
+61
+0.2% +$1.53K 0.06% 301
2022
Q4 		$686K Buy
27,425
+120
+0.4% +$3K 0.07% 299
2022
Q3 		$681K Buy
27,305
+2,402
+10% +$60.2K 0.08% 270
2022
Q2 		$625K Buy
+24,903
New +$626K 0.07% 271
2019
Q2 		– Sell
-8,124
Closed -$203K – 208
2019
Q1 		$203K Buy
+8,124
New +$200K 0.08% 190

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

Ashton Thomas Private Wealth's IBDO Position: Q4 2023 in Review

Ashton Thomas Private Wealth sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 8,236 shares — an estimated $209K sold.

Ashton Thomas Private Wealth first reported a position in IBDO in Q1 2019 and held it in 7 quarters. The position peaked at $700K in Q2 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Ashton Thomas Private Wealth reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 8,236 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $209K.
  • Ashton Thomas Private Wealth first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2019 and held it in 7 quarters.
  • Ashton Thomas Private Wealth's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $700K in Q2 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Ashton Thomas Private Wealth's 13F filing for Q4 2023, filed 22 Apr 2024.