DWM
IBDO

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

Dakota 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
-17,280
Closed -$438K – 719
2023
Q3 		$438K Hold
17,280
– – 0.02% 436
2023
Q2 		$437K Hold
17,280
– – 0.02% 406
2023
Q1 		$435K Hold
17,280
– – 0.03% 394
2022
Q4 		$433K Sell
17,280
-390
-2% -$9.74K 0.03% 378
2022
Q3 		$441K Hold
17,670
– – 0.04% 358
2022
Q2 		$443K Hold
17,670
– – 0.04% 298
2022
Q1 		$447K Buy
+17,670
New +$450K 0.04% 300

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

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

Dakota Wealth Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 17,280 shares — an estimated $438K sold.

Dakota Wealth Management first reported a position in IBDO in Q1 2022 and held it in 7 quarters. The position peaked at $447K in Q1 2022. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Dakota Wealth Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Dakota Wealth Management sold 17,280 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $438K.
  • Dakota Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2022 and held it in 7 quarters.
  • Dakota Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $447K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Dakota Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.