CIC
IBDO

Carnegie Investment Counsel’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Carnegie Investment Counsel’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
2019
Q1 		– Sell
-10,047
Closed -$243K – 423
2018
Q4 		$243K Buy
+10,047
New +$242K 0.02% 328

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Carnegie Investment Counsel's IBDO Position: Q1 2019 in Review

Carnegie Investment Counsel sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2019, closing a stake of 10,047 shares — an estimated $243K sold.

Carnegie Investment Counsel first reported a position in IBDO in Q4 2018 and held it in 1 quarter. The position peaked at $243K in Q4 2018. 112 funds tracked by Wall St. Rank hold IBDO as of Q1 2019.

  • Carnegie Investment Counsel reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q1 2019 after selling out during the quarter.
  • Carnegie Investment Counsel sold 10,047 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2019, an estimated $243K.
  • Carnegie Investment Counsel first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2018 and held it in 1 quarter.
  • Carnegie Investment Counsel's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $243K in Q4 2018.
  • 112 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2019.

Based on Carnegie Investment Counsel's 13F filing for Q1 2019, filed 14 May 2019.