BBW
IBDO

Blue Barn Wealth’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Blue Barn Wealth’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
-21,415
Closed -$543K – 138
2023
Q3 		$543K Sell
21,415
-3,424
-14% -$86.6K 0.36% 50
2023
Q2 		$628K Buy
24,839
+1,054
+4% +$26.6K 0.41% 43
2023
Q1 		$599K Buy
23,785
+1,423
+6% +$35.7K 0.37% 47
2022
Q4 		$560K Buy
22,362
+10,731
+92% +$268K 0.37% 47
2022
Q3 		$290K Buy
11,631
+51
+0.4% +$1.28K 0.21% 75
2022
Q2 		$291K Sell
11,580
-1,406
-11% -$35.4K 0.22% 76
2022
Q1 		$328K Buy
12,986
+539
+4% +$13.7K 0.23% 73
2021
Q4 		$320K Buy
12,447
+96
+0.8% +$2.48K 0.22% 74
2021
Q3 		$321K Buy
12,351
+1,009
+9% +$26.3K 0.28% 66
2021
Q2 		$296K Buy
+11,342
New +$296K 0.3% 59

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

Blue Barn Wealth's IBDO Position: Q4 2023 in Review

Blue Barn Wealth sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 21,415 shares — an estimated $543K sold.

Blue Barn Wealth first reported a position in IBDO in Q2 2021 and held it in 10 quarters. The position peaked at $628K in Q2 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Blue Barn Wealth reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Blue Barn Wealth sold 21,415 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $543K.
  • Blue Barn Wealth first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2021 and held it in 10 quarters.
  • Blue Barn Wealth's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $628K in Q2 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Blue Barn Wealth's 13F filing for Q4 2023, filed 6 Feb 2024.