CWA
IBDO

Choice Wealth Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Choice Wealth 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
2022
Q3 		– Sell
-33,022
Closed -$829K – 52
2022
Q2 		$829K Buy
+33,022
New +$831K 0.67% 23

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Choice Wealth Advisors's IBDO Position: Q3 2022 in Review

Choice Wealth Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q3 2022, closing a stake of 33,022 shares — an estimated $829K sold.

Choice Wealth Advisors first reported a position in IBDO in Q2 2022 and held it in 1 quarter. The position peaked at $829K in Q2 2022. 246 funds tracked by Wall St. Rank hold IBDO as of Q3 2022.

  • Choice Wealth Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q3 2022 after selling out during the quarter.
  • Choice Wealth Advisors sold 33,022 iShares iBonds Dec 2023 Term Corporate ETF shares in Q3 2022, an estimated $829K.
  • Choice Wealth Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2022 and held it in 1 quarter.
  • Choice Wealth Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $829K in Q2 2022.
  • 246 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2022.

Based on Choice Wealth Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.