Commonwealth Equity Services
IBDO

Commonwealth Equity Services’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Commonwealth Equity Services’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
-458,772
Closed -$11.6M – 4052
2023
Q3 		$11.6M Sell
458,772
-4,161
-0.9% -$105K 0.02% 617
2023
Q2 		$11.7M Buy
462,933
+27,386
+6% +$690K 0.02% 614
2023
Q1 		$11K Sell
435,547
-114,740
-21% -$2.88M 0.02% 624
2022
Q4 		$13.8M Buy
550,287
+189,635
+53% +$4.73M 0.03% 501
2022
Q3 		$9M Buy
360,652
+127,063
+54% +$3.18M 0.02% 618
2022
Q2 		$5.86M Buy
233,589
+58,281
+33% +$1.47M 0.02% 822
2022
Q1 		$4.43M Sell
175,308
-10,515
-6% -$268K 0.01% 1011
2021
Q4 		$4.77M Buy
185,823
+7,378
+4% +$190K 0.01% 948
2021
Q3 		$4.64M Buy
178,445
+1,752
+1% +$45.6K 0.01% 915
2021
Q2 		$4.61M Buy
176,693
+7,033
+4% +$184K 0.01% 894
2021
Q1 		$4.43M Buy
169,660
+32,780
+24% +$858K 0.01% 842
2020
Q4 		$3.6M Buy
136,880
+22,265
+19% +$584K 0.01% 895
2020
Q3 		$3.01M Buy
114,615
+23,653
+26% +$621K 0.01% 883
2020
Q2 		$2.38M Buy
90,962
+4,957
+6% +$128K 0.01% 943
2020
Q1 		$2.15M Buy
86,005
+28,164
+49% +$715K 0.01% 867
2019
Q4 		$1.48M Buy
57,841
+8,146
+16% +$208K 0.01% 1201
2019
Q3 		$1.27M Buy
49,695
+16,054
+48% +$409K 0.01% 1213
2019
Q2 		$854K Buy
33,641
+9,255
+38% +$232K ﹤0.01% 1443
2019
Q1 		$609K Buy
24,386
+1,592
+7% +$39.1K ﹤0.01% 1613
2018
Q4 		$551K Buy
22,794
+3,823
+20% +$92.1K ﹤0.01% 1579
2018
Q3 		$461K Buy
18,971
+4,489
+31% +$109K ﹤0.01% 1836
2018
Q2 		$352K Buy
14,482
+3,485
+32% +$84.7K ﹤0.01% 1994
2018
Q1 		$269K Sell
10,997
-846
-7% -$20.9K ﹤0.01% 2148
2017
Q4 		$297K Buy
+11,843
New +$298K ﹤0.01% 2057

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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

Commonwealth Equity Services's IBDO Position: Q4 2023 in Review

Commonwealth Equity Services sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 458,772 shares — an estimated $11.6M sold.

Commonwealth Equity Services first reported a position in IBDO in Q4 2017 and held it in 24 quarters. The position peaked at $13.8M in Q4 2022. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Commonwealth Equity Services reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Commonwealth Equity Services sold 458,772 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $11.6M.
  • Commonwealth Equity Services first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2017 and held it in 24 quarters.
  • Commonwealth Equity Services's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $13.8M in Q4 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Commonwealth Equity Services's 13F filing for Q4 2023, filed 6 Feb 2024.