Brown Brothers Harriman & Co
IBDO

Brown Brothers Harriman & Co’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Brown Brothers Harriman & Co’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
Q1 		– Sell
-5,073
Closed -$133K – 1267
2020
Q4 		$133K Buy
+5,073
New +$133K ﹤0.01% 508

Other funds holding IBDO

Aptus Capital Advisors
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Capital Advisors Inc
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Brown Brothers Harriman & Co's IBDO Position: Q1 2021 in Review

Brown Brothers Harriman & Co sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2021, closing a stake of 5,073 shares — an estimated $133K sold.

Brown Brothers Harriman & Co first reported a position in IBDO in Q4 2020 and held it in 1 quarter. The position peaked at $133K in Q4 2020. 206 funds tracked by Wall St. Rank hold IBDO as of Q1 2021.

  • Brown Brothers Harriman & Co reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q1 2021 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 5,073 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2021, an estimated $133K.
  • Brown Brothers Harriman & Co first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2020 and held it in 1 quarter.
  • Brown Brothers Harriman & Co's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $133K in Q4 2020.
  • 206 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2021.

Based on Brown Brothers Harriman & Co's 13F filing for Q1 2021, filed 13 May 2021.