CB
IBDO

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

Community Bank’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
Q3 		– Sell
-1,400
Closed -$35.4K – 438
2023
Q2 		$35.4K Hold
1,400
– – ﹤0.01% 294
2023
Q1 		$35.3K Hold
1,400
– – ﹤0.01% 300
2022
Q4 		$35K Hold
1,400
– – ﹤0.01% 303
2022
Q3 		$35K Buy
+1,400
New +$35.1K 0.01% 303

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Community Bank's IBDO Position: Q3 2023 in Review

Community Bank sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q3 2023, closing a stake of 1,400 shares — an estimated $35.4K sold.

Community Bank first reported a position in IBDO in Q3 2022 and held it in 4 quarters. The position peaked at $35.4K in Q2 2023. 287 funds tracked by Wall St. Rank hold IBDO as of Q3 2023.

  • Community Bank reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q3 2023 after selling out during the quarter.
  • Community Bank sold 1,400 iShares iBonds Dec 2023 Term Corporate ETF shares in Q3 2023, an estimated $35.4K.
  • Community Bank first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2022 and held it in 4 quarters.
  • Community Bank's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $35.4K in Q2 2023.
  • 287 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2023.

Based on Community Bank's 13F filing for Q3 2023, filed 26 Oct 2023.