HIA
IBDO

Harbor Investment Advisory’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Harbor Investment Advisory’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
-54,178
Closed -$1.37M – 1217
2023
Q3 		$1.37M Sell
54,178
-169
-0.3% -$4.27K 0.18% 99
2023
Q2 		$1.37M Buy
54,347
+363
+0.7% +$9.15K 0.19% 104
2023
Q1 		$1.36M Sell
53,984
-180
-0.3% -$4.52K 0.2% 99
2022
Q4 		$1.36M Buy
54,164
+36,421
+205% +$909K 0.21% 97
2022
Q3 		$443K Buy
17,743
+7,052
+66% +$177K 0.07% 213
2022
Q2 		$268K Buy
10,691
+8,800
+465% +$221K 0.04% 291
2022
Q1 		$48K Buy
+1,891
New +$48.1K 0.01% 771

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

Harbor Investment Advisory's IBDO Position: Q4 2023 in Review

Harbor Investment Advisory sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 54,178 shares — an estimated $1.37M sold.

Harbor Investment Advisory first reported a position in IBDO in Q1 2022 and held it in 7 quarters. The position peaked at $1.37M in Q2 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Harbor Investment Advisory reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Harbor Investment Advisory sold 54,178 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $1.37M.
  • Harbor Investment Advisory first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2022 and held it in 7 quarters.
  • Harbor Investment Advisory's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $1.37M in Q2 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Harbor Investment Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.