Droms Strauss Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Droms Strauss Advisors’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	-161,432	Closed	-$4.07M	–	67
2023 Q1	$4.07M	Buy	161,432 +20,992	+15%	+$527K	1.84%	8
2022 Q4	$3.51M	Buy	140,440 +8,552	+6%	+$214K	1.61%	11
2022 Q3	$3.29M	Buy	131,888 +93,334	+242%	+$2.34M	1.63%	11
2022 Q2	$967K	Buy	+38,554	New	+$970K	0.49%	26

Other funds holding IBDO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HFRG

Houlihan Financial Resource Group Ashburn, Virginia $281M AUM 17.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Droms Strauss Advisors's IBDO Position: Q2 2023 in Review

Droms Strauss Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q2 2023, closing a stake of 161,432 shares — an estimated $4.07M sold.

Droms Strauss Advisors first reported a position in IBDO in Q2 2022 and held it in 4 quarters. The position peaked at $4.07M in Q1 2023. 297 funds tracked by Wall St. Rank hold IBDO as of Q2 2023.

Droms Strauss Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q2 2023 after selling out during the quarter.
Droms Strauss Advisors sold 161,432 iShares iBonds Dec 2023 Term Corporate ETF shares in Q2 2023, an estimated $4.07M.
Droms Strauss Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2022 and held it in 4 quarters.
Droms Strauss Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $4.07M in Q1 2023.
297 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2023.

Based on Droms Strauss Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.