Beam Wealth Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Beam Wealth Advisors’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
2021 Q2	–	Sell	-38,777	Closed	-$1.01M	–	149
2021 Q1	$1.01M	Sell	38,777 -4,738	-11%	-$124K	0.9%	38
2020 Q4	$1.14M	Sell	43,515 -7,158	-14%	-$188K	1.08%	27
2020 Q3	$1.33M	Buy	50,673 +429	+0.9%	+$11.3K	1.24%	20
2020 Q2	$1.32M	Buy	50,244 +535	+1%	+$13.8K	1.33%	19
2020 Q1	$1.24M	Buy	49,709 +1,652	+3%	+$41.9K	1.23%	23
2019 Q4	$1.23M	Buy	+48,057	New	+$1.23M	1.14%	22

Other funds holding IBDO

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Beam Wealth Advisors's IBDO Position: Q2 2021 in Review

Beam Wealth Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q2 2021, closing a stake of 38,777 shares — an estimated $1.01M sold.

Beam Wealth Advisors first reported a position in IBDO in Q4 2019 and held it in 6 quarters. The position peaked at $1.33M in Q3 2020. 201 funds tracked by Wall St. Rank hold IBDO as of Q2 2021.

Beam Wealth Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q2 2021 after selling out during the quarter.
Beam Wealth Advisors sold 38,777 iShares iBonds Dec 2023 Term Corporate ETF shares in Q2 2021, an estimated $1.01M.
Beam Wealth Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2019 and held it in 6 quarters.
Beam Wealth Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $1.33M in Q3 2020.
201 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2021.

Based on Beam Wealth Advisors's 13F filing for Q2 2021, filed 13 Jul 2021.