GT
IBDO

Glenview Trust’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Glenview Trust’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
-1,138,966
Closed -$28.9M – 491
2023
Q3 		$28.9M Sell
1,138,966
-7,180
-0.6% -$182K 0.8% 30
2023
Q2 		$29M Buy
1,146,146
+9,702
+0.9% +$245K 0.79% 34
2023
Q1 		$28.6M Buy
1,136,444
+37,313
+3% +$937K 0.86% 32
2022
Q4 		$27.5M Buy
1,099,131
+308,029
+39% +$7.69M 0.91% 30
2022
Q3 		$19.7M Buy
791,102
+642,864
+434% +$16.1M 0.75% 38
2022
Q2 		$3.72M Buy
+148,238
New +$3.73M 0.14% 116

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.01B AUM 14.39% 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