EFS
IBDO

Essex Financial Services’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Essex Financial Services’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
Q3 		– Sell
-8,656
Closed -$226K – 487
2021
Q2 		$226K Hold
8,656
– – 0.03% 403
2021
Q1 		$226K Buy
8,656
+4
+0% +$105 0.04% 317
2020
Q4 		$227K Buy
+8,652
New +$227K 0.04% 291

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
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Essex Financial Services's IBDO Position: Q3 2021 in Review

Essex Financial Services sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q3 2021, closing a stake of 8,656 shares — an estimated $226K sold.

Essex Financial Services first reported a position in IBDO in Q4 2020 and held it in 3 quarters. The position peaked at $227K in Q4 2020. 200 funds tracked by Wall St. Rank hold IBDO as of Q3 2021.

  • Essex Financial Services reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q3 2021 after selling out during the quarter.
  • Essex Financial Services sold 8,656 iShares iBonds Dec 2023 Term Corporate ETF shares in Q3 2021, an estimated $226K.
  • Essex Financial Services first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2020 and held it in 3 quarters.
  • Essex Financial Services's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $227K in Q4 2020.
  • 200 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2021.

Based on Essex Financial Services's 13F filing for Q3 2021, filed 10 Nov 2021.