JWCA
IBDO

J.W. Cole Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

J.W. Cole 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
2023
Q1 		– Hold
0
– – – 445
2022
Q4 		– Sell
-13,563
Closed -$339K – 653
2022
Q3 		$338K Buy
+13,563
New +$340K 0.03% 496

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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

J.W. Cole Advisors's IBDO Position: Q1 2023 in Review

J.W. Cole Advisors held its iShares iBonds Dec 2023 Term Corporate ETF (IBDO) position steady in Q1 2023 at 0 shares worth $503K. The position accounts for 0.04% of the portfolio, ranked #445.

J.W. Cole Advisors first reported a position in IBDO in Q3 2022 and has held it in 1 quarter since. The position peaked at $338K in Q3 2022. 294 funds tracked by Wall St. Rank hold IBDO as of Q1 2023.

  • J.W. Cole Advisors held 0 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $503K as of Q1 2023.
  • J.W. Cole Advisors left its iShares iBonds Dec 2023 Term Corporate ETF share count unchanged in Q1 2023.
  • iShares iBonds Dec 2023 Term Corporate ETF made up 0.04% of J.W. Cole Advisors's portfolio in Q1 2023, its #445 holding.
  • J.W. Cole Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2022 and has held it in 1 quarter since.
  • J.W. Cole Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $338K in Q3 2022.
  • 294 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2023.

Based on J.W. Cole Advisors's 13F filing for Q1 2023, filed 3 May 2023.