ACIM
IBDO

Azimuth Capital Investment Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Azimuth Capital Investment 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
2022
Q4 		– Sell
-18,525
Closed -$462K – 313
2022
Q3 		$462K Sell
18,525
-181,075
-91% -$4.54M 0.03% 247
2022
Q2 		$5.01M Buy
+199,600
New +$5.02M 0.25% 136

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Azimuth Capital Investment Management's IBDO Position: Q4 2022 in Review

Azimuth Capital Investment Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2022, closing a stake of 18,525 shares — an estimated $462K sold.

Azimuth Capital Investment Management first reported a position in IBDO in Q2 2022 and held it in 2 quarters. The position peaked at $5.01M in Q2 2022. 284 funds tracked by Wall St. Rank hold IBDO as of Q4 2022.

  • Azimuth Capital Investment Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Azimuth Capital Investment Management sold 18,525 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2022, an estimated $462K.
  • Azimuth Capital Investment Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2022 and held it in 2 quarters.
  • Azimuth Capital Investment Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $5.01M in Q2 2022.
  • 284 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2022.

Based on Azimuth Capital Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.