DWA
IBDO

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

Delap Wealth Advisory’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
-8,262
Closed -$210K – 96
2023
Q3 		$210K Hold
8,262
– – 0.2% 49
2023
Q2 		$209K Hold
8,262
– – 0.2% 47
2023
Q1 		$208K Hold
8,262
– – 0.21% 50
2022
Q4 		$207K Buy
+8,262
New +$206K 0.22% 64

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

Delap Wealth Advisory's IBDO Position: Q4 2023 in Review

Delap Wealth Advisory sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 8,262 shares — an estimated $210K sold.

Delap Wealth Advisory first reported a position in IBDO in Q4 2022 and held it in 4 quarters. The position peaked at $210K in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Delap Wealth Advisory reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Delap Wealth Advisory sold 8,262 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $210K.
  • Delap Wealth Advisory first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2022 and held it in 4 quarters.
  • Delap Wealth Advisory's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $210K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Delap Wealth Advisory's 13F filing for Q4 2023, filed 15 Feb 2024.