FHA
IBDO

Flagship Harbor Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Flagship Harbor 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
2020
Q4 		– Sell
-2,375
Closed -$62K – 1881
2020
Q3 		$62K Hold
2,375
– – 0.01% 791
2020
Q2 		$62K Hold
2,375
– – 0.01% 791
2020
Q1 		$59K Hold
2,375
– – 0.01% 712
2019
Q4 		$61K Hold
2,375
– – 0.01% 766
2019
Q3 		$60K Hold
2,375
– – 0.01% 727
2019
Q2 		$60K Buy
2,375
+800
+51% +$20K 0.01% 712
2019
Q1 		$39K Buy
+1,575
New +$38.7K 0.01% 832

Other funds holding IBDO

ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 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 $564B AUM 30.12% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return