CGFA
IBDO

Colton Groome Financial Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Colton Groome Financial 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
2023
Q4 		– Sell
-17,200
Closed -$436K – 136
2023
Q3 		$436K Hold
17,200
– – 0.22% 73
2023
Q2 		$435K Hold
17,200
– – 0.2% 79
2023
Q1 		$433K Hold
17,200
– – 0.21% 83
2022
Q4 		$431K Hold
17,200
– – 0.21% 80
2022
Q3 		$429K Hold
17,200
– – 0.22% 62
2022
Q2 		$432K Hold
17,200
– – 0.22% 58
2022
Q1 		$435K Buy
17,200
+2,000
+13% +$50.9K 0.2% 62
2021
Q4 		$390K Hold
15,200
– – 0.16% 91
2021
Q3 		$395K Hold
15,200
– – 0.17% 83
2021
Q2 		$396K Hold
15,200
– – 0.18% 81
2021
Q1 		$397K Buy
+15,200
New +$398K 0.22% 46

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

Colton Groome Financial Advisors's IBDO Position: Q4 2023 in Review

Colton Groome Financial Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 17,200 shares — an estimated $436K sold.

Colton Groome Financial Advisors first reported a position in IBDO in Q1 2021 and held it in 11 quarters. The position peaked at $436K in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Colton Groome Financial Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 17,200 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $436K.
  • Colton Groome Financial Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2021 and held it in 11 quarters.
  • Colton Groome Financial Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $436K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Colton Groome Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.