HB
IBDO

Homrich & Berg’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Homrich & Berg’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
2021
Q3 		$213K Hold
8,176
– – ﹤0.01% 433
2021
Q2 		$213K Buy
+8,176
New +$213K 0.01% 447

Other funds holding IBDO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Homrich & Berg's IBDO Position: Q3 2021 in Review

Homrich & Berg held its iShares iBonds Dec 2023 Term Corporate ETF (IBDO) position steady in Q3 2021 at 8,176 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Homrich & Berg first reported a position in IBDO in Q2 2021 and has held it in 2 quarters since. 200 funds tracked by Wall St. Rank hold IBDO as of Q3 2021.

  • Homrich & Berg held 8,176 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $213K as of Q3 2021.
  • Homrich & Berg left its iShares iBonds Dec 2023 Term Corporate ETF share count unchanged in Q3 2021.
  • iShares iBonds Dec 2023 Term Corporate ETF made up ﹤0.01% of Homrich & Berg's portfolio in Q3 2021, its #433 holding.
  • Homrich & Berg first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2021 and has held it in 2 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.