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

Citigroup’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 Q1	–	Sell	-62	Closed	-$1.55K	–	5970
2022 Q4	$1.55K	Buy	62 +60	+3,000%	+$1.5K	﹤0.01%	5313
2022 Q3	$0	Buy	+2	New	+$50	﹤0.01%	6493
2021 Q2	–	Sell	-3	Closed	–	–	6487
2021 Q1	$0	Sell	3 -1	-25%	-$26	﹤0.01%	7651
2020 Q4	$0	Buy	+4	New	+$105	﹤0.01%	7687
2020 Q1	–	Sell	-120	Closed	-$3K	–	7816
2019 Q4	$3K	Buy	+120	New	+$3.07K	﹤0.01%	7512
2019 Q2	–	Sell	-300	Closed	-$8K	–	7887
2019 Q1	$8K	Hold	300	–	–	﹤0.01%	7321
2018 Q4	$7K	Hold	300	–	–	﹤0.01%	7282
2018 Q3	$7K	Hold	300	–	–	﹤0.01%	7447
2018 Q2	$7K	Hold	300	–	–	﹤0.01%	7290
2018 Q1	$7K	Hold	300	–	–	﹤0.01%	7151
2017 Q4	$8K	Hold	300	–	–	﹤0.01%	7126
2017 Q3	$8K	Hold	300	–	–	﹤0.01%	6762
2017 Q2	$8K	Buy	+300	New	+$7.55K	﹤0.01%	6616

Other funds holding IBDO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Citigroup's IBDO Position: Q1 2023 in Review

Citigroup sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2023, closing a stake of 62 shares — an estimated $1.55K sold.

Citigroup first reported a position in IBDO in Q2 2017 and held it in 13 quarters. The position peaked at $8K in Q1 2019. 294 funds tracked by Wall St. Rank hold IBDO as of Q1 2023.

Citigroup reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
Citigroup sold 62 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2023, an estimated $1.55K.
Citigroup first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2017 and held it in 13 quarters.
Citigroup's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $8K in Q1 2019.
294 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2023.

Based on Citigroup's 13F filing for Q1 2023, filed 11 May 2023.