AWA
IBDO

Authentikos Wealth Advisory’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Authentikos Wealth Advisory’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
-181
Closed -$4.59K – 650
2023
Q3 		$4.59K Sell
181
-9,405
-98% -$238K ﹤0.01% 314
2023
Q2 		$242K Buy
+9,586
New +$242K 0.23% 57

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

Authentikos Wealth Advisory's IBDO Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 181 shares — an estimated $4.59K sold.

Authentikos Wealth Advisory first reported a position in IBDO in Q2 2023 and held it in 2 quarters. The position peaked at $242K in Q2 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 181 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $4.59K.
  • Authentikos Wealth Advisory first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2023 and held it in 2 quarters.
  • Authentikos Wealth Advisory's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $242K in Q2 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.