GGI
IBDO

Godsey & Gibb Inc’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Godsey & Gibb Inc’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
-1,880
Closed -$47.7K – 378
2023
Q3 		$47.7K Sell
1,880
-7,765
-81% -$196K 0.01% 160
2023
Q2 		$244K Sell
9,645
-3,313
-26% -$83.5K 0.03% 97
2023
Q1 		$326K Sell
12,958
-22,197
-63% -$557K 0.04% 85
2022
Q4 		$880K Buy
+35,155
New +$878K 0.17% 37
2021
Q2 		– Sell
-99,095
Closed -$2.59M – 166
2021
Q1 		$2.59M Sell
99,095
-2,970
-3% -$77.8K 0.32% 47
2020
Q4 		$2.68M Sell
102,065
-655
-0.6% -$17.2K 0.36% 48
2020
Q3 		$2.69M Buy
102,720
+3,850
+4% +$101K 0.41% 48
2020
Q2 		$2.59M Sell
98,870
-8,755
-8% -$226K 0.41% 47
2020
Q1 		$2.69M Buy
107,625
+49,700
+86% +$1.26M 0.51% 45
2019
Q4 		$1.48M Buy
+57,925
New +$1.48M 0.21% 51

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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 $1.03B 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

Godsey & Gibb Inc's IBDO Position: Q4 2023 in Review

Godsey & Gibb Inc sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 1,880 shares — an estimated $47.7K sold.

Godsey & Gibb Inc first reported a position in IBDO in Q4 2019 and held it in 10 quarters. The position peaked at $2.69M in Q3 2020. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Godsey & Gibb Inc reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Godsey & Gibb Inc sold 1,880 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $47.7K.
  • Godsey & Gibb Inc first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2019 and held it in 10 quarters.
  • Godsey & Gibb Inc's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $2.69M in Q3 2020.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Godsey & Gibb Inc's 13F filing for Q4 2023, filed 16 Jan 2024.