CW
IBDO

CreativeOne Wealth’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

CreativeOne Wealth’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
Q2 		– Sell
-9,975
Closed -$251K – 896
2023
Q1 		$251K Hold
9,975
– – 0.01% 685
2022
Q4 		$250K Hold
9,975
– – 0.01% 637
2022
Q3 		$249K Buy
+9,975
New +$250K 0.02% 607

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CreativeOne Wealth's IBDO Position: Q2 2023 in Review

CreativeOne Wealth sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q2 2023, closing a stake of 9,975 shares — an estimated $251K sold.

CreativeOne Wealth first reported a position in IBDO in Q3 2022 and held it in 3 quarters. The position peaked at $251K in Q1 2023. 297 funds tracked by Wall St. Rank hold IBDO as of Q2 2023.

  • CreativeOne Wealth reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q2 2023 after selling out during the quarter.
  • CreativeOne Wealth sold 9,975 iShares iBonds Dec 2023 Term Corporate ETF shares in Q2 2023, an estimated $251K.
  • CreativeOne Wealth first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2022 and held it in 3 quarters.
  • CreativeOne Wealth's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $251K in Q1 2023.
  • 297 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2023.

Based on CreativeOne Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.