HWM
IBDO

Horizons Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Horizons Wealth 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
Q4 		– Sell
-4,810
Closed -$122K – 189
2023
Q3 		$122K Hold
4,810
– – 0.09% 70
2023
Q2 		$122K Sell
4,810
-200
-4% -$5.04K 0.09% 73
2023
Q1 		$126K Sell
5,010
-478
-9% -$12K 0.09% 65
2022
Q4 		$137K Buy
5,488
+2,121
+63% +$53K 0.11% 66
2022
Q3 		$84K Hold
3,367
– – 0.08% 67
2022
Q2 		$85K Buy
+3,367
New +$84.7K 0.07% 67

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

Horizons Wealth Management's IBDO Position: Q4 2023 in Review

Horizons Wealth Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 4,810 shares — an estimated $122K sold.

Horizons Wealth Management first reported a position in IBDO in Q2 2022 and held it in 6 quarters. The position peaked at $137K in Q4 2022. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Horizons Wealth Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Horizons Wealth Management sold 4,810 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $122K.
  • Horizons Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2022 and held it in 6 quarters.
  • Horizons Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $137K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Horizons Wealth Management's 13F filing for Q4 2023, filed 8 Jan 2024.