HS
IBDO

Horan Securities’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Horan Securities’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
-32,993
Closed -$837K – 111
2023
Q3 		$837K Buy
32,993
+3,922
+13% +$99.2K 0.45% 18
2023
Q2 		$735K Buy
29,071
+828
+3% +$20.9K 0.31% 33
2023
Q1 		$711K Buy
28,243
+22,974
+436% +$577K 0.37% 21
2022
Q4 		$132K Buy
+5,269
New +$132K 0.07% 131

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.01B AUM 14.39% 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