Freedom Investment Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Freedom Investment Management’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	–	Sell	-8,813	Closed	-$223K	–	774
2023 Q2	$223K	Sell	8,813 -804	-8%	-$20.3K	0.03%	627
2023 Q1	$242K	Sell	9,617 -2,564	-21%	-$64.4K	0.03%	607
2022 Q4	$305K	Buy	+12,181	New	+$304K	0.03%	578
2022 Q1	–	Sell	-54,505	Closed	-$1.4M	–	980
2021 Q4	$1.4M	Sell	54,505 -44,348	-45%	-$1.14M	0.1%	261
2021 Q3	$2.57M	Buy	98,853 +2,922	+3%	+$76K	0.2%	125
2021 Q2	$2.5M	Buy	95,931 +3,152	+3%	+$82.3K	0.19%	128
2021 Q1	$2.42M	Buy	+92,779	New	+$2.43M	0.19%	124

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

Freedom Investment Management's IBDO Position: Q3 2023 in Review

Freedom Investment Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q3 2023, closing a stake of 8,813 shares — an estimated $223K sold.

Freedom Investment Management first reported a position in IBDO in Q1 2021 and held it in 7 quarters. The position peaked at $2.57M in Q3 2021. 287 funds tracked by Wall St. Rank hold IBDO as of Q3 2023.

Freedom Investment Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q3 2023 after selling out during the quarter.
Freedom Investment Management sold 8,813 iShares iBonds Dec 2023 Term Corporate ETF shares in Q3 2023, an estimated $223K.
Freedom Investment Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2021 and held it in 7 quarters.
Freedom Investment Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $2.57M in Q3 2021.
287 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2023.

Based on Freedom Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.