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 $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Glenview Trust's IBDO Position: Q4 2023 in Review

Glenview Trust sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 1,138,966 shares — an estimated $28.9M sold.

Glenview Trust first reported a position in IBDO in Q2 2022 and held it in 6 quarters. The position peaked at $29M in Q2 2023. 4 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Glenview Trust reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Glenview Trust sold 1,138,966 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $28.9M.
  • Glenview Trust first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2022 and held it in 6 quarters.
  • Glenview Trust's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $29M in Q2 2023.
  • 4 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Glenview Trust's 13F filing for Q4 2023, filed 12 Feb 2024.