GRP
IBDO

Global Retirement Partners’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Global Retirement Partners’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
-287,195
Closed -$7.26M – 3500
2023
Q3 		$7.26M Buy
287,195
+7,109
+3% +$180K 0.37% 58
2023
Q2 		$7.08M Buy
280,086
+62,885
+29% +$1.59M 0.35% 63
2023
Q1 		$5.47M Buy
217,201
+216,246
+22,644% +$5.43M 0.29% 73
2022
Q4 		$23.9K Buy
955
+5
+0.5% +$125 ﹤0.01% 1408
2022
Q3 		$24K Buy
+950
New +$23.8K ﹤0.01% 1328

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
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

Global Retirement Partners's IBDO Position: Q4 2023 in Review

Global Retirement Partners sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 287,195 shares — an estimated $7.26M sold.

Global Retirement Partners first reported a position in IBDO in Q3 2022 and held it in 5 quarters. The position peaked at $7.26M in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Global Retirement Partners reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Global Retirement Partners sold 287,195 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $7.26M.
  • Global Retirement Partners first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2022 and held it in 5 quarters.
  • Global Retirement Partners's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $7.26M in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.