EH
IBDO

Equitable Holdings’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Equitable Holdings’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
-19,870
Closed -$504K – 1173
2023
Q3 		$504K Buy
19,870
+1,523
+8% +$38.5K 0.01% 715
2023
Q2 		$464K Sell
18,347
-1,210
-6% -$30.5K 0.01% 722
2023
Q1 		$493K Buy
19,557
+5,307
+37% +$133K 0.01% 652
2022
Q4 		$357K Buy
+14,250
New +$356K 0.01% 693

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

Equitable Holdings's IBDO Position: Q4 2023 in Review

Equitable Holdings sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 19,870 shares — an estimated $504K sold.

Equitable Holdings first reported a position in IBDO in Q4 2022 and held it in 4 quarters. The position peaked at $504K in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Equitable Holdings reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Equitable Holdings sold 19,870 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $504K.
  • Equitable Holdings first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2022 and held it in 4 quarters.
  • Equitable Holdings's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $504K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Equitable Holdings's 13F filing for Q4 2023, filed 13 Feb 2024.