DP
IBDO

Dearborn Partners’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Dearborn Partners’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
-19,747
Closed -$501K – 261
2023
Q3 		$501K Buy
+19,747
New +$499K 0.02% 155
2020
Q1 		– Sell
-17,458
Closed -$446K – 250
2019
Q4 		$446K Buy
17,458
+4,346
+33% +$111K 0.02% 149
2019
Q3 		$336K Buy
13,112
+5,238
+67% +$133K 0.02% 166
2019
Q2 		$200K Buy
+7,874
New +$197K 0.01% 219

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

Dearborn Partners's IBDO Position: Q4 2023 in Review

Dearborn Partners sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 19,747 shares — an estimated $501K sold.

Dearborn Partners first reported a position in IBDO in Q2 2019 and held it in 4 quarters. The position peaked at $501K in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Dearborn Partners reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Dearborn Partners sold 19,747 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $501K.
  • Dearborn Partners first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2019 and held it in 4 quarters.
  • Dearborn Partners's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $501K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Dearborn Partners's 13F filing for Q4 2023, filed 26 Jan 2024.