IFG Advisory’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

IFG Advisory’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 Q1	–	Sell	-12,330	Closed	-$316K	–	531
2021 Q4	$316K	Sell	12,330 -2,259	-15%	-$58.3K	0.03%	394
2021 Q3	$379K	Buy	14,589 +1,636	+13%	+$42.6K	0.04%	351
2021 Q2	$337K	Sell	12,953 -42,330	-77%	-$1.1M	0.04%	367
2021 Q1	$1.45M	Buy	55,283 +42,847	+345%	+$1.12M	0.18%	137
2020 Q4	$326K	Buy	12,436 +995	+9%	+$26.1K	0.05%	338
2020 Q3	$300K	Buy	11,441 +2,266	+25%	+$59.5K	0.05%	323
2020 Q2	$240K	Buy	+9,175	New	+$237K	0.04%	345
2020 Q1	–	Sell	-8,743	Closed	-$223K	–	423
2019 Q4	$223K	Sell	8,743 -550	-6%	-$14.1K	0.04%	376
2019 Q3	$237K	Buy	+9,293	New	+$237K	0.05%	351

Other funds holding IBDO

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

IFG Advisory's IBDO Position: Q1 2022 in Review

IFG Advisory sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2022, closing a stake of 12,330 shares — an estimated $316K sold.

IFG Advisory first reported a position in IBDO in Q3 2019 and held it in 9 quarters. The position peaked at $1.45M in Q1 2021. 201 funds tracked by Wall St. Rank hold IBDO as of Q1 2022.

IFG Advisory reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
IFG Advisory sold 12,330 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2022, an estimated $316K.
IFG Advisory first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2019 and held it in 9 quarters.
IFG Advisory's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $1.45M in Q1 2021.
201 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2022.

Based on IFG Advisory's 13F filing for Q1 2022, filed 4 May 2022.