FF
IBDO

Financial Futures’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Financial Futures’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
-57,606
Closed -$1.46M – 52
2023
Q3 		$1.46M Buy
57,606
+1,225
+2% +$31K 1.19% 22
2023
Q2 		$1.43M Sell
56,381
-6,608
-10% -$167K 1.13% 29
2023
Q1 		$1.59M Sell
62,989
-1,214
-2% -$30.5K 1.34% 26
2022
Q4 		$1.61M Buy
+64,203
New +$1.6M 1.45% 22

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

Financial Futures's IBDO Position: Q4 2023 in Review

Financial Futures sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 57,606 shares — an estimated $1.46M sold.

Financial Futures first reported a position in IBDO in Q4 2022 and held it in 4 quarters. The position peaked at $1.61M in Q4 2022. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Financial Futures reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Financial Futures sold 57,606 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $1.46M.
  • Financial Futures first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2022 and held it in 4 quarters.
  • Financial Futures's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $1.61M in Q4 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Financial Futures's 13F filing for Q4 2023, filed 25 Jan 2024.