EWM
IBDO

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

Echo 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
2021
Q2 		– Sell
-8,201
Closed -$214K – 56
2021
Q1 		$214K Buy
+8,201
New +$215K 0.27% 53

Other funds holding IBDO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Echo Wealth Management's IBDO Position: Q2 2021 in Review

Echo Wealth Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q2 2021, closing a stake of 8,201 shares — an estimated $214K sold.

Echo Wealth Management first reported a position in IBDO in Q1 2021 and held it in 1 quarter. The position peaked at $214K in Q1 2021. 201 funds tracked by Wall St. Rank hold IBDO as of Q2 2021.

  • Echo Wealth Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q2 2021 after selling out during the quarter.
  • Echo Wealth Management sold 8,201 iShares iBonds Dec 2023 Term Corporate ETF shares in Q2 2021, an estimated $214K.
  • Echo Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2021 and held it in 1 quarter.
  • Echo Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $214K in Q1 2021.
  • 201 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2021.

Based on Echo Wealth Management's 13F filing for Q2 2021, filed 14 Jul 2021.