AL
IBDO

Aspiriant LLC’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Aspiriant LLC’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
2019
Q3 		– Hold
0
– – – 50
2019
Q2 		– Hold
0
– – – 57
2019
Q1 		– Sell
-123,355
Closed -$3.03M – 61
2018
Q4 		$2.98M Hold
123,355
– – 0.23% 64
2018
Q3 		$3M Buy
+123,355
New +$3M 0.26% 61

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aspiriant LLC's IBDO Position: Q3 2019 in Review

Aspiriant LLC held its iShares iBonds Dec 2023 Term Corporate ETF (IBDO) position steady in Q3 2019 at 0 shares worth $3.16M. The position accounts for 0.28% of the portfolio, ranked #50.

Aspiriant LLC first reported a position in IBDO in Q3 2018 and has held it in 2 quarters since. The position peaked at $3M in Q3 2018. 122 funds tracked by Wall St. Rank hold IBDO as of Q3 2019.

  • Aspiriant LLC held 0 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $3.16M as of Q3 2019.
  • Aspiriant LLC left its iShares iBonds Dec 2023 Term Corporate ETF share count unchanged in Q3 2019.
  • iShares iBonds Dec 2023 Term Corporate ETF made up 0.28% of Aspiriant LLC's portfolio in Q3 2019, its #50 holding.
  • Aspiriant LLC first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2018 and has held it in 2 quarters since.
  • Aspiriant LLC's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $3M in Q3 2018.
  • 122 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2019.

Based on Aspiriant LLC's 13F filing for Q3 2019, filed 4 Nov 2019.