BWM
IBDO

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

Baystate 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
-130
Closed -$3.31K – 1349
2023
Q3 		$3.31K Buy
130
+2
+2% +$51 ﹤0.01% 739
2023
Q2 		$3.26K Buy
128
+1
+0.8% +$25 ﹤0.01% 778
2023
Q1 		$3.22K Hold
127
– – ﹤0.01% 765
2022
Q4 		$3K Sell
127
-51
-29% -$1.27K ﹤0.01% 770
2022
Q3 		$4K Buy
+178
New +$4.46K ﹤0.01% 680

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

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

Baystate Wealth Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 130 shares — an estimated $3.31K sold.

Baystate Wealth Management first reported a position in IBDO in Q3 2022 and held it in 5 quarters. The position peaked at $4K in Q3 2022. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Baystate Wealth Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 130 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $3.31K.
  • Baystate Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2022 and held it in 5 quarters.
  • Baystate Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $4K in Q3 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.