BCWM
IBDO

Bartlett & Co Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Bartlett & Co 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
-4,400
Closed -$112K – 1278
2023
Q3 		$112K Sell
4,400
-444
-9% -$11.2K ﹤0.01% 524
2023
Q2 		$123K Buy
4,844
+4,400
+991% +$111K ﹤0.01% 514
2023
Q1 		$11.2K Hold
444
– – ﹤0.01% 806
2022
Q4 		$11.1K Hold
444
– – ﹤0.01% 813
2022
Q3 		$11.1K Hold
444
– – ﹤0.01% 809
2022
Q2 		$11.1K Hold
444
– – ﹤0.01% 846
2022
Q1 		$11.2K Buy
+444
New +$11.3K ﹤0.01% 813

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

Bartlett & Co Wealth Management's IBDO Position: Q4 2023 in Review

Bartlett & Co Wealth Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 4,400 shares — an estimated $112K sold.

Bartlett & Co Wealth Management first reported a position in IBDO in Q1 2022 and held it in 7 quarters. The position peaked at $123K in Q2 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Bartlett & Co Wealth Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 4,400 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $112K.
  • Bartlett & Co Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2022 and held it in 7 quarters.
  • Bartlett & Co Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $123K in Q2 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.