EIA
IBDO

Eldridge Investment Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Eldridge Investment 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
Q4 		– Sell
-33,984
Closed -$859K – 155
2023
Q3 		$859K Sell
33,984
-59,046
-63% -$1.49M 0.29% 69
2023
Q2 		$2.35M Sell
93,030
-14,121
-13% -$356K 0.77% 30
2023
Q1 		$2.7M Buy
107,151
+3,460
+3% +$86.9K 0.94% 27
2022
Q4 		$2.6M Buy
103,691
+86,767
+513% +$2.17M 0.91% 25
2022
Q3 		$422K Buy
16,924
+1,048
+7% +$26.3K 0.16% 85
2022
Q2 		$398K Buy
15,876
+37
+0.2% +$931 0.15% 84
2022
Q1 		$400K Buy
15,839
+4,514
+40% +$115K 0.14% 90
2021
Q4 		$291K Buy
11,325
+3,421
+43% +$88.3K 0.1% 109
2021
Q3 		$205K Buy
7,904
+7
+0.1% +$182 0.07% 118
2021
Q2 		$206K Buy
7,897
+7
+0.1% +$183 0.07% 112
2021
Q1 		$206K Buy
7,890
+6
+0.1% +$157 0.08% 109
2020
Q4 		$207K Buy
7,884
+11
+0.1% +$289 0.09% 104
2020
Q3 		$206K Buy
7,873
+10
+0.1% +$262 0.1% 101
2020
Q2 		$206K Sell
7,863
-640
-8% -$16.5K 0.1% 100
2020
Q1 		$212K Buy
+8,503
New +$216K 0.12% 83
2019
Q4 		– Sell
-10,318
Closed -$263K – 103
2019
Q3 		$263K Buy
+10,318
New +$263K 0.14% 78

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

Eldridge Investment Advisors's IBDO Position: Q4 2023 in Review

Eldridge Investment Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 33,984 shares — an estimated $859K sold.

Eldridge Investment Advisors first reported a position in IBDO in Q3 2019 and held it in 16 quarters. The position peaked at $2.7M in Q1 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Eldridge Investment Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Eldridge Investment Advisors sold 33,984 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $859K.
  • Eldridge Investment Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2019 and held it in 16 quarters.
  • Eldridge Investment Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $2.7M in Q1 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Eldridge Investment Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.