HCA
IBDO

Heck Capital Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Heck Capital Advisors’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
-141,443
Closed -$3.54M – 156
2022
Q4 		$3.54M Sell
141,443
-11,267
-7% -$281K 0.69% 37
2022
Q3 		$3.81M Sell
152,710
-8,464
-5% -$212K 0.78% 36
2022
Q2 		$4.04M Buy
+161,174
New +$4.05M 0.81% 38

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
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
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Heck Capital Advisors's IBDO Position: Q1 2023 in Review

Heck Capital Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2023, closing a stake of 141,443 shares — an estimated $3.54M sold.

Heck Capital Advisors first reported a position in IBDO in Q2 2022 and held it in 3 quarters. The position peaked at $4.04M in Q2 2022. 294 funds tracked by Wall St. Rank hold IBDO as of Q1 2023.

  • Heck Capital Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
  • Heck Capital Advisors sold 141,443 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2023, an estimated $3.54M.
  • Heck Capital Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2022 and held it in 3 quarters.
  • Heck Capital Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $4.04M in Q2 2022.
  • 294 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2023.

Based on Heck Capital Advisors's 13F filing for Q1 2023, filed 19 May 2025.