Empower Advisory Group’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Empower Advisory Group’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	-7,960	Closed	-$202K	–	494
2023 Q3	$202K	Sell	7,960 -2	-0%	-$51	﹤0.01%	446
2023 Q2	$201K	Buy	+7,962	New	+$201K	﹤0.01%	468

Other funds holding IBDO

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Empower Advisory Group's IBDO Position: Q4 2023 in Review

Empower Advisory Group sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 7,960 shares — an estimated $202K sold.

Empower Advisory Group first reported a position in IBDO in Q2 2023 and held it in 2 quarters. The position peaked at $202K in Q3 2023. 4 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

Empower Advisory Group reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
Empower Advisory Group sold 7,960 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $202K.
Empower Advisory Group first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2023 and held it in 2 quarters.
Empower Advisory Group's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $202K in Q3 2023.
4 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Empower Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.