IWA
IBDO

IBEX Wealth Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

IBEX Wealth Advisors’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
Q4 		– Sell
-166
Closed -$4K – 442
2021
Q3 		$4K Buy
+166
New +$4.32K ﹤0.01% 417
2019
Q3 		– Sell
-166
Closed -$4K – 415
2019
Q2 		$4K Buy
+166
New +$4.16K ﹤0.01% 377

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 $6.22B AUM 22.28% 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
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

IBEX Wealth Advisors's IBDO Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2021, closing a stake of 166 shares — an estimated $4K sold.

IBEX Wealth Advisors first reported a position in IBDO in Q2 2019 and held it in 2 quarters. The position peaked at $4K in Q3 2021. 211 funds tracked by Wall St. Rank hold IBDO as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 166 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2021, an estimated $4K.
  • IBEX Wealth Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2019 and held it in 2 quarters.
  • IBEX Wealth Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $4K in Q3 2021.
  • 211 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.