BTI
IBDO

Blue Trust Inc’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Blue Trust Inc’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
2024
Q1 		– Sell
-3,808
Closed -$97K – 2814
2023
Q4 		$97K Hold
3,808
– – ﹤0.01% 688
2023
Q3 		$96K Hold
3,808
– – ﹤0.01% 632
2023
Q2 		$96K Hold
3,808
– – ﹤0.01% 517
2023
Q1 		$95K Buy
3,808
+3,694
+3,240% +$92.8K ﹤0.01% 788
2022
Q4 		$3K Hold
114
– – ﹤0.01% 1883
2022
Q3 		$3K Buy
+114
New +$2.86K ﹤0.01% 1737

Other funds holding IBDO

OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Blue Trust Inc's IBDO Position: Q1 2024 in Review

Blue Trust Inc sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2024, closing a stake of 3,808 shares — an estimated $97K sold.

Blue Trust Inc first reported a position in IBDO in Q3 2022 and held it in 6 quarters. The position peaked at $97K in Q4 2023. 1 fund tracked by Wall St. Rank holds IBDO as of Q1 2024.

  • Blue Trust Inc reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
  • Blue Trust Inc sold 3,808 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2024, an estimated $97K.
  • Blue Trust Inc first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2022 and held it in 6 quarters.
  • Blue Trust Inc's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $97K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2024.

Based on Blue Trust Inc's 13F filing for Q1 2024, filed 1 May 2024.