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

Bessemer 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 Q1	–	Sell	-592	Closed	-$15K	–	1992
2021 Q4	$15K	Buy	+592	New	+$15.3K	﹤0.01%	1338
2019 Q2	–	Sell	-1,146	Closed	-$29K	–	1860
2019 Q1	$29K	Buy	+1,146	New	+$28.2K	﹤0.01%	1369

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

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Bessemer Group's IBDO Position: Q1 2022 in Review

Bessemer Group sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2022, closing a stake of 592 shares — an estimated $15K sold.

Bessemer Group first reported a position in IBDO in Q1 2019 and held it in 2 quarters. The position peaked at $29K in Q1 2019. 201 funds tracked by Wall St. Rank hold IBDO as of Q1 2022.

Bessemer Group reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
Bessemer Group sold 592 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2022, an estimated $15K.
Bessemer Group first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2019 and held it in 2 quarters.
Bessemer Group's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $29K in Q1 2019.
201 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2022.

Based on Bessemer Group's 13F filing for Q1 2022, filed 12 May 2022.