Cerity Partners
IBDO

Cerity Partners’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Cerity 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
2023
Q4 		– Sell
-30,000
Closed -$761K – 1903
2023
Q3 		$761K Sell
30,000
-200
-0.7% -$5.06K ﹤0.01% 830
2023
Q2 		$764K Hold
30,200
– – ﹤0.01% 1009
2023
Q1 		$761K Buy
30,200
+10,000
+50% +$251K ﹤0.01% 1101
2022
Q4 		$506K Buy
+20,200
New +$504K ﹤0.01% 949

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

Cerity Partners's IBDO Position: Q4 2023 in Review

Cerity Partners sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 30,000 shares — an estimated $761K sold.

Cerity Partners first reported a position in IBDO in Q4 2022 and held it in 4 quarters. The position peaked at $764K in Q2 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Cerity Partners reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Cerity Partners sold 30,000 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $761K.
  • Cerity Partners first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2022 and held it in 4 quarters.
  • Cerity Partners's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $764K in Q2 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Cerity Partners's 13F filing for Q4 2023, filed 26 Jan 2024.