GI
IBDO

Gradient Investments’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Gradient Investments’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
2020
Q3 		– Sell
-36
Closed -$1K – 1245
2020
Q2 		$1K Sell
36
-13,672
-100% -$353K ﹤0.01% 1019
2020
Q1 		$343K Buy
13,708
+678
+5% +$17.2K 0.02% 209
2019
Q4 		$333K Buy
13,030
+3,501
+37% +$89.5K 0.01% 231
2019
Q3 		$244K Sell
9,529
-84
-0.9% -$2.14K 0.01% 250
2019
Q2 		$244K Buy
9,613
+1,628
+20% +$40.8K 0.01% 251
2019
Q1 		$200K Sell
7,985
-1,762
-18% -$43.3K 0.01% 247
2018
Q4 		$236K Buy
9,747
+9,297
+2,066% +$224K 0.01% 216
2018
Q3 		$13K Sell
450
-1,084
-71% -$26.4K ﹤0.01% 590
2018
Q2 		$37K Buy
1,534
+1,219
+387% +$29.6K ﹤0.01% 383
2018
Q1 		$8K Sell
315
-503
-61% -$12.4K ﹤0.01% 673
2017
Q4 		$21K Buy
+818
New +$20.6K ﹤0.01% 465

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments's IBDO Position: Q3 2020 in Review

Gradient Investments sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q3 2020, closing a stake of 36 shares — an estimated $1K sold.

Gradient Investments first reported a position in IBDO in Q4 2017 and held it in 11 quarters. The position peaked at $343K in Q1 2020. 174 funds tracked by Wall St. Rank hold IBDO as of Q3 2020.

  • Gradient Investments reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q3 2020 after selling out during the quarter.
  • Gradient Investments sold 36 iShares iBonds Dec 2023 Term Corporate ETF shares in Q3 2020, an estimated $1K.
  • Gradient Investments first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2017 and held it in 11 quarters.
  • Gradient Investments's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $343K in Q1 2020.
  • 174 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2020.

Based on Gradient Investments's 13F filing for Q3 2020, filed 6 Oct 2020.