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

First Horizon 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
2023 Q2	–	Sell	-561	Closed	-$14.1K	–	2549
2023 Q1	$14.1K	Hold	561	–	–	﹤0.01%	1410
2022 Q4	$14K	Hold	561	–	–	﹤0.01%	1401
2022 Q3	$14K	Hold	561	–	–	﹤0.01%	1380
2022 Q2	$14K	Hold	561	–	–	﹤0.01%	1454
2022 Q1	$14K	Buy	+561	New	+$14.3K	﹤0.01%	1008
2021 Q4	–	Sell	-11	Closed	–	–	2479
2021 Q3	$0	Hold	11	–	–	﹤0.01%	2460
2021 Q2	$0	Hold	11	–	–	﹤0.01%	2133
2021 Q1	$0	Buy	+11	New	+$288	﹤0.01%	2012

Other funds holding IBDO

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

HFRG

Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return

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

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJFSA

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

First Horizon Advisors's IBDO Position: Q2 2023 in Review

First Horizon Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q2 2023, closing a stake of 561 shares — an estimated $14.1K sold.

First Horizon Advisors first reported a position in IBDO in Q1 2021 and held it in 8 quarters. The position peaked at $14.1K in Q1 2023. 297 funds tracked by Wall St. Rank hold IBDO as of Q2 2023.

First Horizon Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q2 2023 after selling out during the quarter.
First Horizon Advisors sold 561 iShares iBonds Dec 2023 Term Corporate ETF shares in Q2 2023, an estimated $14.1K.
First Horizon Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2021 and held it in 8 quarters.
First Horizon Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $14.1K in Q1 2023.
297 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2023.

Based on First Horizon Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.