Gofen & Glossberg’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Gofen & Glossberg’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
2022 Q4	$534K	Buy	+21,350	New	+$533K	0.01%	333

Other funds holding IBDO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Gofen & Glossberg's IBDO Position: Q4 2022 in Review

Gofen & Glossberg opened a new position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2022: 21,350 shares worth $534K. The stake represents 0.01% of the portfolio and ranks #333 among its holdings.

284 funds tracked by Wall St. Rank hold IBDO as of Q4 2022.

Gofen & Glossberg held 21,350 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $534K as of Q4 2022.
iShares iBonds Dec 2023 Term Corporate ETF was a new Gofen & Glossberg position in Q4 2022.
iShares iBonds Dec 2023 Term Corporate ETF made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #333 holding.
284 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.