FW
IBDO

FirstPurpose Wealth’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

FirstPurpose Wealth’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
-8,755
Closed -$222K – 229
2023
Q3 		$222K Sell
8,755
-3,022
-26% -$76.4K 0.1% 174
2023
Q2 		$298K Sell
11,777
-1,205
-9% -$30.4K 0.13% 142
2023
Q1 		$327K Buy
12,982
+2,514
+24% +$63.1K 0.16% 113
2022
Q4 		$262K Buy
+10,468
New +$261K 0.15% 138

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

FirstPurpose Wealth's IBDO Position: Q4 2023 in Review

FirstPurpose Wealth sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 8,755 shares — an estimated $222K sold.

FirstPurpose Wealth first reported a position in IBDO in Q4 2022 and held it in 4 quarters. The position peaked at $327K in Q1 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • FirstPurpose Wealth reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • FirstPurpose Wealth sold 8,755 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $222K.
  • FirstPurpose Wealth first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2022 and held it in 4 quarters.
  • FirstPurpose Wealth's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $327K in Q1 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on FirstPurpose Wealth's 13F filing for Q4 2023, filed 23 Apr 2024.