CPRC
IBDO

Consolidated Portfolio Review Corp’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Consolidated Portfolio Review Corp’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
-27,579
Closed -$699K – 336
2023
Q3 		$699K Buy
27,579
+407
+1% +$10.3K 0.17% 142
2023
Q2 		$687K Buy
27,172
+318
+1% +$8.02K 0.16% 144
2023
Q1 		$676K Buy
+26,854
New +$674K 0.18% 136

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

Consolidated Portfolio Review Corp's IBDO Position: Q4 2023 in Review

Consolidated Portfolio Review Corp sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 27,579 shares — an estimated $699K sold.

Consolidated Portfolio Review Corp first reported a position in IBDO in Q1 2023 and held it in 3 quarters. The position peaked at $699K in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Consolidated Portfolio Review Corp reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 27,579 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $699K.
  • Consolidated Portfolio Review Corp first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2023 and held it in 3 quarters.
  • Consolidated Portfolio Review Corp's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $699K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2023, filed 29 Jan 2024.