EWM
IBDO

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

Endowment 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
2023
Q4 		– Sell
-32,244
Closed -$818K – 142
2023
Q3 		$818K Buy
32,244
+3,683
+13% +$93.1K 0.73% 35
2023
Q2 		$722K Buy
28,561
+1,198
+4% +$30.2K 0.66% 36
2023
Q1 		$689K Buy
27,363
+16,347
+148% +$411K 0.69% 34
2022
Q4 		$276K Buy
+11,016
New +$275K 0.3% 83

Other funds holding IBDO

IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Blue Trust Inc
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
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Endowment Wealth Management's IBDO Position: Q4 2023 in Review

Endowment Wealth Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 32,244 shares — an estimated $818K sold.

Endowment Wealth Management first reported a position in IBDO in Q4 2022 and held it in 4 quarters. The position peaked at $818K in Q3 2023. 4 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Endowment Wealth Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Endowment Wealth Management sold 32,244 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $818K.
  • Endowment Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2022 and held it in 4 quarters.
  • Endowment Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $818K in Q3 2023.
  • 4 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Endowment Wealth Management's 13F filing for Q4 2023, filed 7 Feb 2024.