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IBDO

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

FDx 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
2018
Q2 		– Sell
-21,610
Closed -$529K – 1133
2018
Q1 		$529K Buy
21,610
+2,640
+14% +$65.1K 0.02% 726
2017
Q4 		$476K Buy
18,970
+9,010
+90% +$227K 0.01% 834
2017
Q3 		$253K Buy
+9,960
New +$252K 0.01% 1105

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FDx Advisors's IBDO Position: Q2 2018 in Review

FDx Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q2 2018, closing a stake of 21,610 shares — an estimated $529K sold.

FDx Advisors first reported a position in IBDO in Q3 2017 and held it in 3 quarters. The position peaked at $529K in Q1 2018. 71 funds tracked by Wall St. Rank hold IBDO as of Q2 2018.

  • FDx Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q2 2018 after selling out during the quarter.
  • FDx Advisors sold 21,610 iShares iBonds Dec 2023 Term Corporate ETF shares in Q2 2018, an estimated $529K.
  • FDx Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2017 and held it in 3 quarters.
  • FDx Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $529K in Q1 2018.
  • 71 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2018.

Based on FDx Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.