Forvis Mazars Wealth Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Forvis Mazars Wealth 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 Q3	–	Hold	0	–	–	–	360
2023 Q2	–	Hold	0	–	–	–	388
2023 Q1	–	Hold	0	–	–	–	369
2022 Q4	–	Hold	0	–	–	–	362
2022 Q3	–	Hold	0	–	–	–	374
2022 Q2	–	Hold	0	–	–	–	378
2022 Q1	–	Hold	0	–	–	–	292
2021 Q4	–	Hold	0	–	–	–	253
2021 Q3	–	Hold	0	–	–	–	234
2021 Q2	–	Hold	0	–	–	–	235
2021 Q1	–	Sell	-10,011	Closed	-$262K	–	247
2020 Q4	$263K	Hold	10,011	–	–	0.01%	308
2020 Q3	$263K	Buy	10,011 +1,918	+24%	+$50.3K	0.02%	268
2020 Q2	$212K	Sell	8,093 -3,679	-31%	-$94.9K	0.01%	295
2020 Q1	$294K	Buy	+11,772	New	+$299K	0.02%	229
2019 Q4	–	Hold	0	–	–	–	156
2019 Q3	–	Hold	0	–	–	–	158
2019 Q2	–	Hold	0	–	–	–	234

Other funds holding IBDO

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

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

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

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

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

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

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Forvis Mazars Wealth Advisors's IBDO Position: Q3 2023 in Review

Forvis Mazars Wealth Advisors held its iShares iBonds Dec 2023 Term Corporate ETF (IBDO) position steady in Q3 2023 at 0 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #360.

Forvis Mazars Wealth Advisors first reported a position in IBDO in Q1 2020 and has held it in 4 quarters since. The position peaked at $294K in Q1 2020. 287 funds tracked by Wall St. Rank hold IBDO as of Q3 2023.

Forvis Mazars Wealth Advisors held 0 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $226K as of Q3 2023.
Forvis Mazars Wealth Advisors left its iShares iBonds Dec 2023 Term Corporate ETF share count unchanged in Q3 2023.
iShares iBonds Dec 2023 Term Corporate ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2023, its #360 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2020 and has held it in 4 quarters since.
Forvis Mazars Wealth Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $294K in Q1 2020.
287 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2023.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2023, filed 26 Oct 2023.