Cambridge Investment Research Advisors
IBDO

Cambridge Investment Research Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Cambridge Investment Research 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
2023
Q4 		– Sell
-50,397
Closed -$1.28M – 3330
2023
Q3 		$1.28M Sell
50,397
-23,757
-32% -$601K 0.01% 1416
2023
Q2 		$1.88M Sell
74,154
-977
-1% -$24.6K 0.01% 1210
2023
Q1 		$1.89M Sell
75,131
-156,283
-68% -$3.92M 0.01% 1158
2022
Q4 		$5.79M Buy
231,414
+34,592
+18% +$864K 0.03% 547
2022
Q3 		$4.91M Buy
196,822
+162,374
+471% +$4.07M 0.03% 576
2022
Q2 		$864K Buy
34,448
+1,292
+4% +$32.5K ﹤0.01% 1578
2022
Q1 		$838K Buy
33,156
+16,134
+95% +$411K ﹤0.01% 1699
2021
Q4 		$437K Sell
17,022
-83,027
-83% -$2.14M ﹤0.01% 2222
2021
Q3 		$2.6M Sell
100,049
-11,920
-11% -$310K 0.01% 947
2021
Q2 		$2.92M Buy
111,969
+12,414
+12% +$324K 0.01% 914
2021
Q1 		$2.6M Buy
99,555
+68,661
+222% +$1.8M 0.01% 880
2020
Q4 		$812K Buy
30,894
+3,746
+14% +$98.3K ﹤0.01% 1448
2020
Q3 		$712K Sell
27,148
-10
-0% -$262 ﹤0.01% 1385
2020
Q2 		$712K Sell
27,158
-12,254
-31% -$316K 0.01% 1338
2020
Q1 		$985K Buy
39,412
+11,381
+41% +$289K 0.01% 979
2019
Q4 		$716K Buy
28,031
+4,147
+17% +$106K 0.01% 1350
2019
Q3 		$611K Buy
23,884
+8,369
+54% +$213K 0.01% 1370
2019
Q2 		$394K Buy
15,515
+5,612
+57% +$141K ﹤0.01% 1592
2019
Q1 		$248K Buy
+9,903
New +$243K ﹤0.01% 1931

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

Cambridge Investment Research Advisors's IBDO Position: Q4 2023 in Review

Cambridge Investment Research Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 50,397 shares — an estimated $1.28M sold.

Cambridge Investment Research Advisors first reported a position in IBDO in Q1 2019 and held it in 19 quarters. The position peaked at $5.79M in Q4 2022. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Cambridge Investment Research Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 50,397 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $1.28M.
  • Cambridge Investment Research Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2019 and held it in 19 quarters.
  • Cambridge Investment Research Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $5.79M in Q4 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.