CWM
IBDO

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

Curi Wealth Management’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
-16,145
Closed -$409K – 170
2023
Q3 		$409K Sell
16,145
-766
-5% -$19.4K 0.06% 93
2023
Q2 		$428K Buy
+16,911
New +$426K 0.06% 97
2023
Q1 		– Sell
-19,567
Closed -$491K – 98
2022
Q4 		$490K Sell
19,567
-360
-2% -$8.99K 0.07% 113
2022
Q3 		$497K Buy
+19,927
New +$499K 0.08% 103

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

Curi Wealth Management's IBDO Position: Q4 2023 in Review

Curi Wealth Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 16,145 shares — an estimated $409K sold.

Curi Wealth Management first reported a position in IBDO in Q3 2022 and held it in 4 quarters. The position peaked at $497K in Q3 2022. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Curi Wealth Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Curi Wealth Management sold 16,145 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $409K.
  • Curi Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2022 and held it in 4 quarters.
  • Curi Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $497K in Q3 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Curi Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.