CSIA
IBDO

Conrad Siegel Investment Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Conrad Siegel Investment 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
-45,388
Closed -$1.15M – 31
2023
Q3 		$1.15M Buy
45,388
+477
+1% +$12.1K 0.59% 12
2023
Q2 		$1.14M Buy
44,911
+31,259
+229% +$788K 0.88% 12
2023
Q1 		$344K Buy
13,652
+63
+0.5% +$1.58K 0.3% 23
2022
Q4 		$340K Buy
+13,589
New +$339K 0.34% 20

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

Conrad Siegel Investment Advisors's IBDO Position: Q4 2023 in Review

Conrad Siegel Investment Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 45,388 shares — an estimated $1.15M sold.

Conrad Siegel Investment Advisors first reported a position in IBDO in Q4 2022 and held it in 4 quarters. The position peaked at $1.15M in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Conrad Siegel Investment Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Conrad Siegel Investment Advisors sold 45,388 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $1.15M.
  • Conrad Siegel Investment Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2022 and held it in 4 quarters.
  • Conrad Siegel Investment Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $1.15M in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Conrad Siegel Investment Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.