FAS Wealth Partners’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

FAS Wealth Partners’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
2022 Q1	–	Sell	-1,037	Closed	-$27K	–	410
2021 Q4	$27K	Hold	1,037	–	–	﹤0.01%	363
2021 Q3	$27K	Buy	1,037 +1	+0.1%	+$26	﹤0.01%	357
2021 Q2	$27K	Buy	1,036 +5	+0.5%	+$131	﹤0.01%	339
2021 Q1	$27K	Buy	1,031 +3	+0.3%	+$79	﹤0.01%	313
2020 Q4	$27K	Buy	1,028 +8	+0.8%	+$210	﹤0.01%	302
2020 Q3	$27K	Buy	1,020 +6	+0.6%	+$157	﹤0.01%	287
2020 Q2	$27K	Buy	1,014 +7	+0.7%	+$180	﹤0.01%	276
2020 Q1	$25K	Buy	1,007 +5	+0.5%	+$127	﹤0.01%	260
2019 Q4	$26K	Buy	+1,002	New	+$25.6K	﹤0.01%	248

Other funds holding IBDO

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

FAS Wealth Partners's IBDO Position: Q1 2022 in Review

FAS Wealth Partners sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2022, closing a stake of 1,037 shares — an estimated $27K sold.

FAS Wealth Partners first reported a position in IBDO in Q4 2019 and held it in 9 quarters. The position peaked at $27K in Q4 2021. 201 funds tracked by Wall St. Rank hold IBDO as of Q1 2022.

FAS Wealth Partners reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
FAS Wealth Partners sold 1,037 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2022, an estimated $27K.
FAS Wealth Partners first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2019 and held it in 9 quarters.
FAS Wealth Partners's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $27K in Q4 2021.
201 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2022.

Based on FAS Wealth Partners's 13F filing for Q1 2022, filed 4 May 2022.