Fidelity Investments
IBDO

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

Fidelity Investments’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
-17
Closed -$431 – 5720
2023
Q3 		$431 Sell
17
-20
-54% -$506 ﹤0.01% 4725
2023
Q2 		$935 Buy
37
+9
+32% +$227 ﹤0.01% 4717
2023
Q1 		$705 Sell
28
-18
-39% -$452 ﹤0.01% 4766
2022
Q4 		$1.15K Buy
46
+36
+360% +$899 ﹤0.01% 4623
2022
Q3 		$0 Buy
10
+9
+900% +$226 ﹤0.01% 5533
2022
Q2 		$0 Buy
+1
New +$25 ﹤0.01% 5634
2021
Q4 		– Sell
-1
Closed – – 5095
2021
Q3 		$0 Buy
+1
New +$26 ﹤0.01% 5212
2021
Q2 		– Sell
-2
Closed – – 5061
2021
Q1 		$0 Buy
+2
New +$52 ﹤0.01% 4666
2020
Q3 		– Sell
-1
Closed – – 4081
2020
Q2 		$0 Hold
1
– – ﹤0.01% 4285
2020
Q1 		$0 Buy
+1
New +$25 ﹤0.01% 4371
2019
Q2 		– Sell
-3,342
Closed -$84K – 4283
2019
Q1 		$84K Buy
+3,342
New +$82.2K ﹤0.01% 2703
2018
Q4 		– Sell
-1
Closed – – 4285
2018
Q3 		$0 Buy
+1
New +$24 ﹤0.01% 3852

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

Fidelity Investments's IBDO Position: Q4 2023 in Review

Fidelity Investments sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 17 shares — an estimated $431 sold.

Fidelity Investments first reported a position in IBDO in Q3 2018 and held it in 12 quarters. The position peaked at $84K in Q1 2019. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Fidelity Investments reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Fidelity Investments sold 17 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $431.
  • Fidelity Investments first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2018 and held it in 12 quarters.
  • Fidelity Investments's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $84K in Q1 2019.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Fidelity Investments's 13F filing for Q4 2023, filed 13 Feb 2024.