FAIM
IBDO

Financial Advocates Investment Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Financial Advocates Investment Management’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
-44,020
Closed -$1.13M – 835
2021
Q4 		$1.13M Sell
44,020
-1,772
-4% -$45.7K 0.07% 301
2021
Q3 		$1.19M Buy
45,792
+433
+1% +$11.3K 0.08% 280
2021
Q2 		$1.18M Buy
45,359
+1,046
+2% +$27.3K 0.08% 293
2021
Q1 		$1.16M Sell
44,313
-2,370
-5% -$62.1K 0.08% 281
2020
Q4 		$1.23M Buy
46,683
+19
+0% +$498 0.08% 266
2020
Q3 		$1.22M Sell
46,664
-2,334
-5% -$61.3K 0.1% 209
2020
Q2 		$1.28M Buy
48,998
+1,067
+2% +$27.5K 0.12% 204
2020
Q1 		$1.2M Buy
47,931
+1,011
+2% +$25.7K 0.17% 158
2019
Q4 		$1.2M Buy
46,920
+6,361
+16% +$163K 0.13% 188
2019
Q3 		$1.04M Sell
40,559
-624
-2% -$15.9K 0.12% 185
2019
Q2 		$1.05M Buy
41,183
+436
+1% +$10.9K 0.12% 179
2019
Q1 		$1.02M Sell
40,747
-2,002
-5% -$49.2K 0.13% 177
2018
Q4 		$1.03M Buy
+42,749
New +$1.03M 0.14% 165

Other funds holding IBDO

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Financial Advocates Investment Management's IBDO Position: Q1 2022 in Review

Financial Advocates Investment Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2022, closing a stake of 44,020 shares — an estimated $1.13M sold.

Financial Advocates Investment Management first reported a position in IBDO in Q4 2018 and held it in 13 quarters. The position peaked at $1.28M in Q2 2020. 201 funds tracked by Wall St. Rank hold IBDO as of Q1 2022.

  • Financial Advocates Investment Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 44,020 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2022, an estimated $1.13M.
  • Financial Advocates Investment Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2018 and held it in 13 quarters.
  • Financial Advocates Investment Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $1.28M in Q2 2020.
  • 201 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2022.

Based on Financial Advocates Investment Management's 13F filing for Q1 2022, filed 11 May 2022.