CA
IBDO

CoreCap Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

CoreCap 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
2022
Q4 		$16.2K Buy
+648
New +$16.2K ﹤0.01% 1374
2022
Q1 		– Sell
-1,400
Closed -$36K – 2243
2021
Q4 		$36K Buy
+1,400
New +$36.1K ﹤0.01% 1116

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

CoreCap Advisors's IBDO Position: Q4 2022 in Review

CoreCap Advisors opened a new position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2022: 648 shares worth $16.2K. The stake represents ﹤0.01% of the portfolio and ranks #1374 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in IBDO as recently as Q4 2021.

CoreCap Advisors first reported a position in IBDO in Q4 2021 and has held it in 2 quarters since. The position peaked at $36K in Q4 2021. 284 funds tracked by Wall St. Rank hold IBDO as of Q4 2022.

  • CoreCap Advisors held 648 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $16.2K as of Q4 2022.
  • iShares iBonds Dec 2023 Term Corporate ETF was a new CoreCap Advisors position in Q4 2022.
  • iShares iBonds Dec 2023 Term Corporate ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q4 2022, its #1374 holding.
  • CoreCap Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2021 and has held it in 2 quarters since.
  • CoreCap Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $36K in Q4 2021.
  • 284 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2022.

Based on CoreCap Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.