Clean Yield Group’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Clean Yield Group’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 Q2	–	Sell	-170	Closed	-$4K	–	484
2022 Q1	$4K	Hold	170	–	–	﹤0.01%	417
2021 Q4	$4K	Hold	170	–	–	﹤0.01%	420
2021 Q3	$4K	Hold	170	–	–	﹤0.01%	443
2021 Q2	$4K	Buy	+170	New	+$4.44K	﹤0.01%	427
2021 Q1	–	Sell	-170	Closed	-$4K	–	406
2020 Q4	$4K	Hold	170	–	–	﹤0.01%	401
2020 Q3	$4K	Hold	170	–	–	﹤0.01%	348
2020 Q2	$4K	Hold	170	–	–	﹤0.01%	324
2020 Q1	$4K	Hold	170	–	–	﹤0.01%	353
2019 Q4	$4K	Hold	170	–	–	﹤0.01%	330
2019 Q3	$4K	Hold	170	–	–	﹤0.01%	325
2019 Q2	$4K	Buy	+170	New	+$4.26K	﹤0.01%	319

Other funds holding IBDO

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Clean Yield Group's IBDO Position: Q2 2022 in Review

Clean Yield Group sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q2 2022, closing a stake of 170 shares — an estimated $4K sold.

Clean Yield Group first reported a position in IBDO in Q2 2019 and held it in 11 quarters. The position peaked at $4K in Q1 2022. 229 funds tracked by Wall St. Rank hold IBDO as of Q2 2022.

Clean Yield Group reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q2 2022 after selling out during the quarter.
Clean Yield Group sold 170 iShares iBonds Dec 2023 Term Corporate ETF shares in Q2 2022, an estimated $4K.
Clean Yield Group first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2019 and held it in 11 quarters.
Clean Yield Group's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $4K in Q1 2022.
229 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2022.

Based on Clean Yield Group's 13F filing for Q2 2022, filed 18 Jul 2022.