HGERS
IBDO

Householder Group Estate & Retirement Specialist’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Householder Group Estate & Retirement Specialist’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
2022
Q4 		– Sell
-151
Closed -$3K – 1225
2022
Q3 		$3K Buy
+151
New +$3.78K ﹤0.01% 943

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IBDO Position: Q4 2022 in Review

Householder Group Estate & Retirement Specialist sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2022, closing a stake of 151 shares — an estimated $3K sold.

Householder Group Estate & Retirement Specialist first reported a position in IBDO in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 284 funds tracked by Wall St. Rank hold IBDO as of Q4 2022.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 151 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2022, an estimated $3K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2022 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $3K in Q3 2022.
  • 284 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2022.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2022, filed 19 Jan 2023.