FFA
IBDO

Farther Finance Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Farther Finance Advisors’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
-3,375
Closed -$85.6K – 3633
2023
Q3 		$85.6K Hold
3,375
– – 0.01% 614
2023
Q2 		$85.4K Buy
3,375
+441
+15% +$11.1K 0.02% 510
2023
Q1 		$73.9K Buy
+2,934
New +$73.7K 0.02% 492

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

Farther Finance Advisors's IBDO Position: Q4 2023 in Review

Farther Finance Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 3,375 shares — an estimated $85.6K sold.

Farther Finance Advisors first reported a position in IBDO in Q1 2023 and held it in 3 quarters. The position peaked at $85.6K in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Farther Finance Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Farther Finance Advisors sold 3,375 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $85.6K.
  • Farther Finance Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2023 and held it in 3 quarters.
  • Farther Finance Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $85.6K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Farther Finance Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.