HFM
IBDO

Hartford Financial Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Hartford Financial 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
Q3 		– Sell
-333
Closed -$8.42K – 396
2023
Q2 		$8.42K Buy
333
+3
+0.9% +$76 ﹤0.01% 297
2023
Q1 		$8.31K Buy
+330
New +$8.29K ﹤0.01% 294

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Hartford Financial Management's IBDO Position: Q3 2023 in Review

Hartford Financial Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q3 2023, closing a stake of 333 shares — an estimated $8.42K sold.

Hartford Financial Management first reported a position in IBDO in Q1 2023 and held it in 2 quarters. The position peaked at $8.42K in Q2 2023. 287 funds tracked by Wall St. Rank hold IBDO as of Q3 2023.

  • Hartford Financial Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q3 2023 after selling out during the quarter.
  • Hartford Financial Management sold 333 iShares iBonds Dec 2023 Term Corporate ETF shares in Q3 2023, an estimated $8.42K.
  • Hartford Financial Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2023 and held it in 2 quarters.
  • Hartford Financial Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $8.42K in Q2 2023.
  • 287 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2023.

Based on Hartford Financial Management's 13F filing for Q3 2023, filed 24 Oct 2023.