IW
IBDO

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

Instrumental Wealth’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
-447,156
Closed -$11.3M – 42
2023
Q3 		$11.3M Buy
447,156
+35,453
+9% +$896K 13.23% 1
2023
Q2 		$10.4M Buy
411,703
+2,849
+0.7% +$71.8K 12.49% 2
2023
Q1 		$10.3M Buy
+408,854
New +$10.3M 13.6% 2

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

Instrumental Wealth's IBDO Position: Q4 2023 in Review

Instrumental Wealth sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 447,156 shares — an estimated $11.3M sold.

Instrumental Wealth first reported a position in IBDO in Q1 2023 and held it in 3 quarters. The position peaked at $11.3M in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Instrumental Wealth reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Instrumental Wealth sold 447,156 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $11.3M.
  • Instrumental Wealth first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2023 and held it in 3 quarters.
  • Instrumental Wealth's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $11.3M in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Instrumental Wealth's 13F filing for Q4 2023, filed 25 Jan 2024.