Great Diamond Partners’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Great Diamond 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 Q1	–	Sell	-11,400	Closed	-$285K	–	229
2022 Q4	$285K	Sell	11,400 -760	-6%	-$19K	0.09%	166
2022 Q3	$303K	Sell	12,160 -2,000	-14%	-$50.1K	0.1%	157
2022 Q2	$355K	Sell	14,160 -1,140	-7%	-$28.7K	0.12%	144
2022 Q1	$386K	Hold	15,300	–	–	0.11%	147
2021 Q4	$392K	Hold	15,300	–	–	0.1%	157
2021 Q3	$397K	Hold	15,300	–	–	0.11%	136
2021 Q2	$398K	Buy	15,300 +5,995	+64%	+$156K	0.11%	136
2021 Q1	$243K	Sell	9,305 -1,710	-16%	-$44.8K	0.07%	172
2020 Q4	$289K	Sell	11,015 -380	-3%	-$9.97K	0.09%	142
2020 Q3	$298K	Buy	+11,395	New	+$299K	0.11%	126

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

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

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

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Great Diamond Partners's IBDO Position: Q1 2023 in Review

Great Diamond Partners sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2023, closing a stake of 11,400 shares — an estimated $285K sold.

Great Diamond Partners first reported a position in IBDO in Q3 2020 and held it in 10 quarters. The position peaked at $398K in Q2 2021. 294 funds tracked by Wall St. Rank hold IBDO as of Q1 2023.

Great Diamond Partners reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
Great Diamond Partners sold 11,400 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2023, an estimated $285K.
Great Diamond Partners first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2020 and held it in 10 quarters.
Great Diamond Partners's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $398K in Q2 2021.
294 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2023.

Based on Great Diamond Partners's 13F filing for Q1 2023, filed 4 May 2023.