HI
IBDO

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

Harbour 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
2023
Q4 		– Sell
-110,569
Closed -$2.8M – 3225
2023
Q3 		$2.8M Buy
110,569
+259
+0.2% +$6.55K 0.14% 143
2023
Q2 		$2.79M Buy
110,310
+106,581
+2,858% +$2.69M 0.14% 144
2023
Q1 		$93.9K Buy
3,729
+17
+0.5% +$427 0.01% 1072
2022
Q4 		$92.9K Buy
3,712
+44
+1% +$1.1K 0.01% 1034
2022
Q3 		$92K Hold
3,668
– – 0.01% 1007
2022
Q2 		$92K Buy
+3,668
New +$92.3K 0.01% 1007
2021
Q4 		$28K Sell
1,091
-2,932
-73% -$75.7K ﹤0.01% 1526
2021
Q3 		$105K Buy
4,023
+2,901
+259% +$75.5K ﹤0.01% 1351
2021
Q2 		$29K Buy
1,122
+25
+2% +$653 ﹤0.01% 2136
2021
Q1 		$29K Buy
+1,097
New +$28.7K ﹤0.01% 2002

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

Harbour Investments's IBDO Position: Q4 2023 in Review

Harbour Investments sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 110,569 shares — an estimated $2.8M sold.

Harbour Investments first reported a position in IBDO in Q1 2021 and held it in 10 quarters. The position peaked at $2.8M in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Harbour Investments reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Harbour Investments sold 110,569 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $2.8M.
  • Harbour Investments first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2021 and held it in 10 quarters.
  • Harbour Investments's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $2.8M in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Harbour Investments's 13F filing for Q4 2023, filed 16 Feb 2024.