E
IBDO

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

ETFidea’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
-19,444
Closed -$493K – 113
2023
Q3 		$493K Sell
19,444
-1,133
-6% -$28.6K 0.21% 67
2023
Q2 		$520K Hold
20,577
– – 0.21% 66
2023
Q1 		$518K Buy
20,577
+375
+2% +$9.42K 0.23% 64
2022
Q4 		$506K Hold
20,202
– – 0.23% 64
2022
Q3 		$504K Hold
20,202
– – 0.26% 56
2022
Q2 		$507K Buy
20,202
+515
+3% +$13K 0.25% 61
2022
Q1 		$498K Sell
19,687
-3,106
-14% -$79.1K 0.21% 68
2021
Q4 		$585K Buy
+22,793
New +$588K 0.24% 62

Other funds holding IBDO

IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.08B AUM 11.73% 1-Year Est. Return
Ogorek Anthony Joseph
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

ETFidea's IBDO Position: Q4 2023 in Review

ETFidea sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 19,444 shares — an estimated $493K sold.

ETFidea first reported a position in IBDO in Q4 2021 and held it in 8 quarters. The position peaked at $585K in Q4 2021. 4 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • ETFidea reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • ETFidea sold 19,444 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $493K.
  • ETFidea first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2021 and held it in 8 quarters.
  • ETFidea's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $585K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on ETFidea's 13F filing for Q4 2023, filed 23 Jan 2024.