DZ Bank
IBDO

DZ Bank’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

DZ Bank’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
2022
Q1 		– Sell
-21,511
Closed -$552K – 1174
2021
Q4 		$552K Buy
+21,511
New +$555K ﹤0.01% 871

Other funds holding IBDO

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

DZ Bank's IBDO Position: Q1 2022 in Review

DZ Bank sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2022, closing a stake of 21,511 shares — an estimated $552K sold.

DZ Bank first reported a position in IBDO in Q4 2021 and held it in 1 quarter. The position peaked at $552K in Q4 2021. 199 funds tracked by Wall St. Rank hold IBDO as of Q1 2022.

  • DZ Bank reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
  • DZ Bank sold 21,511 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2022, an estimated $552K.
  • DZ Bank first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2021 and held it in 1 quarter.
  • DZ Bank's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $552K in Q4 2021.
  • 199 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2022.

Based on DZ Bank's 13F filing for Q1 2022, filed 16 May 2022.