IA
IBDO

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

IFP 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
2024
Q1 		– Sell
-102,548
Closed -$2.6M – 3273
2023
Q4 		$2.6M Sell
102,548
-1,635
-2% -$41.4K 0.12% 181
2023
Q3 		$2.64M Buy
104,183
+18,213
+21% +$461K 0.12% 174
2023
Q2 		$2.17M Buy
85,970
+8,256
+11% +$208K 0.09% 239
2023
Q1 		$1.89M Buy
77,714
+14,624
+23% +$367K 0.08% 242
2022
Q4 		$1.55M Buy
63,090
+3,221
+5% +$80.4K 0.04% 450
2022
Q3 		$1.45M Buy
+59,869
New +$1.5M 0.04% 507
2021
Q1 		– Sell
-255
Closed -$6.68K – 3273
2020
Q4 		$7K Hold
255
– – ﹤0.01% 2216
2020
Q3 		$7K Sell
255
-1,126
-82% -$29.6K ﹤0.01% 2059
2020
Q2 		$36K Hold
1,381
– – ﹤0.01% 1354
2020
Q1 		$34K Buy
1,381
+255
+23% +$6.47K ﹤0.01% 1290
2019
Q4 		$29K Hold
1,126
– – ﹤0.01% 1474
2019
Q3 		$29K Buy
+1,126
New +$28.7K ﹤0.01% 1609
2019
Q1 		$21K Sell
850
-1,126
-57% -$27.7K ﹤0.01% 1339
2018
Q4 		$48K Sell
1,976
-2,081
-51% -$50.1K ﹤0.01% 1646
2018
Q3 		$99K Buy
4,057
+821
+25% +$20K ﹤0.01% 1479
2018
Q2 		$79K Buy
3,236
+96
+3% +$2.33K ﹤0.01% 1632
2018
Q1 		$79K Hold
3,140
– – ﹤0.01% 1526
2017
Q4 		$79K Buy
3,140
+850
+37% +$21.4K ﹤0.01% 1539
2017
Q3 		$58K Hold
2,290
– – ﹤0.01% 1906
2017
Q2 		$58K Buy
2,290
+1,164
+103% +$29.3K ﹤0.01% 1872
2017
Q1 		$28K Sell
1,126
-207
-16% -$5.13K ﹤0.01% 2292
2016
Q4 		$33K Hold
1,333
– – ﹤0.01% 2131
2016
Q3 		$34K Buy
1,333
+1,126
+544% +$28.9K ﹤0.01% 2063
2016
Q2 		$5K Sell
207
-643
-76% -$16.2K ﹤0.01% 3179
2016
Q1 		$21K Buy
850
+643
+311% +$15.7K ﹤0.01% 1337
2015
Q4 		$5K Buy
+207
New +$5.04K ﹤0.01% 2997

Other funds holding IBDO

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

IFP Advisors's IBDO Position: Q1 2024 in Review

IFP Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2024, closing a stake of 102,548 shares — an estimated $2.6M sold.

IFP Advisors first reported a position in IBDO in Q4 2015 and held it in 26 quarters. The position peaked at $2.64M in Q3 2023. 1 fund tracked by Wall St. Rank holds IBDO as of Q1 2024.

  • IFP Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
  • IFP Advisors sold 102,548 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2024, an estimated $2.6M.
  • IFP Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2015 and held it in 26 quarters.
  • IFP Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $2.64M in Q3 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2024.

Based on IFP Advisors's 13F filing for Q1 2024, filed 30 Jul 2024.