HH
IBDO

Hilltop Holdings’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Hilltop Holdings’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
-164,737
Closed -$4.18M – 641
2023
Q3 		$4.18M Buy
164,737
+13,909
+9% +$352K 0.49% 47
2023
Q2 		$3.81M Buy
150,828
+21,743
+17% +$548K 0.46% 42
2023
Q1 		$3.25M Buy
129,085
+79,879
+162% +$2.01M 0.43% 53
2022
Q4 		$1.23M Buy
49,206
+13,938
+40% +$348K 0.16% 138
2022
Q3 		$880K Buy
+35,268
New +$884K 0.12% 172

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

Hilltop Holdings's IBDO Position: Q4 2023 in Review

Hilltop Holdings sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 164,737 shares — an estimated $4.18M sold.

Hilltop Holdings first reported a position in IBDO in Q3 2022 and held it in 5 quarters. The position peaked at $4.18M in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Hilltop Holdings reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Hilltop Holdings sold 164,737 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $4.18M.
  • Hilltop Holdings first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2022 and held it in 5 quarters.
  • Hilltop Holdings's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $4.18M in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Hilltop Holdings's 13F filing for Q4 2023, filed 12 Feb 2024.