CBFP
IBDO

Cedar Brook Financial Partners’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Cedar Brook Financial Partners’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
2020
Q4 		– Sell
-7,755
Closed -$203K – 343
2020
Q3 		$203K Buy
7,755
+35
+0.5% +$919 0.08% 274
2020
Q2 		$203K Buy
+7,720
New +$199K 0.09% 261

Other funds holding IBDO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cedar Brook Financial Partners's IBDO Position: Q4 2020 in Review

Cedar Brook Financial Partners sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2020, closing a stake of 7,755 shares — an estimated $203K sold.

Cedar Brook Financial Partners first reported a position in IBDO in Q2 2020 and held it in 2 quarters. The position peaked at $203K in Q3 2020. 202 funds tracked by Wall St. Rank hold IBDO as of Q4 2020.

  • Cedar Brook Financial Partners reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 7,755 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2020, an estimated $203K.
  • Cedar Brook Financial Partners first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2020 and held it in 2 quarters.
  • Cedar Brook Financial Partners's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $203K in Q3 2020.
  • 202 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2020.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2020, filed 12 Feb 2021.