GC
IBDO

Gilbert & Cook’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Gilbert & Cook’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
-9,301
Closed -$236K – 229
2023
Q3 		$236K Buy
+9,301
New +$235K 0.04% 197

Other funds holding IBDO

IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Gilbert & Cook's IBDO Position: Q4 2023 in Review

Gilbert & Cook sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 9,301 shares — an estimated $236K sold.

Gilbert & Cook first reported a position in IBDO in Q3 2023 and held it in 1 quarter. The position peaked at $236K in Q3 2023. 4 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Gilbert & Cook reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Gilbert & Cook sold 9,301 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $236K.
  • Gilbert & Cook first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2023 and held it in 1 quarter.
  • Gilbert & Cook's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $236K in Q3 2023.
  • 4 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Gilbert & Cook's 13F filing for Q4 2023, filed 5 Feb 2024.