AWM
IBDO

Avior Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Avior Wealth Management’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
-9,917
Closed -$251K – 1684
2023
Q3 		$251K Buy
+9,917
New +$251K 0.02% 482
2021
Q4 		– Sell
-900
Closed -$23K – 1259
2021
Q3 		$23K Buy
900
+300
+50% +$7.8K ﹤0.01% 647
2021
Q2 		$15K Hold
600
– – ﹤0.01% 693
2021
Q1 		$15K Hold
600
– – ﹤0.01% 701
2020
Q4 		$15K Hold
600
– – ﹤0.01% 661
2020
Q3 		$15K Hold
600
– – ﹤0.01% 642
2020
Q2 		$15K Hold
600
– – ﹤0.01% 619
2020
Q1 		$15K Hold
600
– – ﹤0.01% 541
2019
Q4 		$15K Buy
+600
New +$15.3K ﹤0.01% 565

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

Avior Wealth Management's IBDO Position: Q4 2023 in Review

Avior Wealth Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 9,917 shares — an estimated $251K sold.

Avior Wealth Management first reported a position in IBDO in Q4 2019 and held it in 9 quarters. The position peaked at $251K in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Avior Wealth Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Avior Wealth Management sold 9,917 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $251K.
  • Avior Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2019 and held it in 9 quarters.
  • Avior Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $251K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

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