GAM
IBDO

Gould Asset Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Gould Asset Management’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
-13,745
Closed -$349K – 160
2023
Q3 		$349K Sell
13,745
-305
-2% -$7.71K 0.1% 99
2023
Q2 		$355K Buy
14,050
+630
+5% +$15.9K 0.1% 104
2023
Q1 		$338K Sell
13,420
-5,240
-28% -$132K 0.1% 104
2022
Q4 		$467K Buy
+18,660
New +$466K 0.14% 90

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

Gould Asset Management's IBDO Position: Q4 2023 in Review

Gould Asset Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 13,745 shares — an estimated $349K sold.

Gould Asset Management first reported a position in IBDO in Q4 2022 and held it in 4 quarters. The position peaked at $467K in Q4 2022. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Gould Asset Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Gould Asset Management sold 13,745 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $349K.
  • Gould Asset Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2022 and held it in 4 quarters.
  • Gould Asset Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $467K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Gould Asset Management's 13F filing for Q4 2023, filed 2 Feb 2024.