CIA
IBDO

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

Capital Investment 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
-334,159
Closed -$8.47M – 642
2023
Q3 		$8.47M Sell
334,159
-313,180
-48% -$7.92M 0.23% 90
2023
Q2 		$16.4M Buy
647,339
+6,829
+1% +$172K 0.5% 55
2023
Q1 		$16.1M Buy
640,510
+8,997
+1% +$226K 0.48% 59
2022
Q4 		$15.8M Buy
631,513
+12,717
+2% +$318K 0.48% 58
2022
Q3 		$15.4M Buy
618,796
+771
+0.1% +$19.3K 0.53% 52
2022
Q2 		$15.5M Buy
618,025
+34,335
+6% +$864K 0.51% 51
2022
Q1 		$14.8M Buy
583,690
+12,451
+2% +$317K 0.45% 53
2021
Q4 		$14.7M Buy
571,239
+17,092
+3% +$441K 0.45% 55
2021
Q3 		$14.4M Buy
554,147
+20,678
+4% +$538K 0.48% 49
2021
Q2 		$13.9M Buy
533,469
+23,812
+5% +$622K 0.48% 51
2021
Q1 		$13.3M Sell
509,657
-488,470
-49% -$12.8M 0.5% 48
2020
Q4 		$26.2M Buy
998,127
+26,734
+3% +$701K 1.1% 24
2020
Q3 		$25.5M Buy
971,393
+135,013
+16% +$3.54M 1.22% 20
2020
Q2 		$21.9M Buy
836,380
+109,676
+15% +$2.83M 1.14% 23
2020
Q1 		$18.2M Buy
726,704
+36,950
+5% +$937K 1.16% 23
2019
Q4 		$17.6M Buy
689,754
+34,728
+5% +$887K 0.85% 32
2019
Q3 		$16.8M Buy
655,026
+31,170
+5% +$794K 0.88% 31
2019
Q2 		$15.9M Buy
623,856
+38,656
+7% +$968K 0.87% 31
2019
Q1 		$14.6M Buy
585,200
+39,962
+7% +$983K 0.85% 31
2018
Q4 		$13.2M Buy
545,238
+18,491
+4% +$446K 0.88% 29
2018
Q3 		$12.8M Buy
526,747
+22,026
+4% +$536K 0.75% 33
2018
Q2 		$12.3M Buy
504,721
+23,985
+5% +$583K 0.76% 34
2018
Q1 		$11.8M Buy
480,736
+49,591
+12% +$1.22M 0.77% 32
2017
Q4 		$10.8M Buy
431,145
+17,300
+4% +$435K 0.71% 34
2017
Q3 		$10.5M Buy
413,845
+15,226
+4% +$386K 0.72% 34
2017
Q2 		$10M Buy
398,619
+26,299
+7% +$662K 0.72% 29
2017
Q1 		$9.27M Buy
372,320
+128,152
+52% +$3.18M 0.7% 34
2016
Q4 		$6.04M Buy
244,168
+125,958
+107% +$3.15M 0.51% 49
2016
Q3 		$3.04M Buy
+118,210
New +$3.04M 0.27% 87

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.01B AUM 14.39% 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