Bay Rivers Group’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Bay Rivers Group’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	-115,382	Closed	-$2.88M	–	63
2022 Q3	$2.88M	Sell	115,382 -2,926	-2%	-$73.3K	2.88%	10
2022 Q2	$2.97M	Sell	118,308 -3,748	-3%	-$94.3K	2.64%	11
2022 Q1	$3.09M	Sell	122,056 -2,080	-2%	-$52.9K	2.22%	16
2021 Q4	$3.19M	Buy	124,136 +2,006	+2%	+$51.8K	1.95%	19
2021 Q3	$3.17M	Buy	122,130 +1,336	+1%	+$34.8K	2.16%	17
2021 Q2	$3.15M	Buy	120,794 +53,899	+81%	+$1.41M	2.24%	16
2021 Q1	$1.75M	Buy	66,895 +12,322	+23%	+$323K	1.36%	27
2020 Q4	$1.43M	Buy	54,573 +22,883	+72%	+$600K	1.2%	31
2020 Q3	$831K	Buy	+31,690	New	+$832K	0.78%	39

Other funds holding IBDO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Bay Rivers Group's IBDO Position: Q4 2022 in Review

Bay Rivers Group sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2022, closing a stake of 115,382 shares — an estimated $2.88M sold.

Bay Rivers Group first reported a position in IBDO in Q3 2020 and held it in 9 quarters. The position peaked at $3.19M in Q4 2021. 284 funds tracked by Wall St. Rank hold IBDO as of Q4 2022.

Bay Rivers Group reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Bay Rivers Group sold 115,382 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2022, an estimated $2.88M.
Bay Rivers Group first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2020 and held it in 9 quarters.
Bay Rivers Group's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $3.19M in Q4 2021.
284 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2022.

Based on Bay Rivers Group's 13F filing for Q4 2022, filed 17 Jan 2023.