Jackson Hole Capital Partners’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Jackson Hole Capital Partners’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 Q3	–	Sell	-1,115	Closed	-$29K	–	256
2021 Q2	$29K	Sell	1,115 -3,000	-73%	-$78.3K	0.01%	207
2021 Q1	$108K	Buy	4,115 +3,675	+835%	+$96.2K	0.04%	176
2020 Q4	$12K	Hold	440	–	–	0.01%	193
2020 Q3	$12K	Hold	440	–	–	0.01%	169
2020 Q2	$12K	Hold	440	–	–	0.01%	153
2020 Q1	$11K	Hold	440	–	–	0.01%	147
2019 Q4	$11K	Hold	440	–	–	0.01%	195
2019 Q3	$11K	Hold	440	–	–	0.01%	192
2019 Q2	$11K	Hold	440	–	–	0.01%	186
2019 Q1	$11K	Hold	440	–	–	0.01%	150
2018 Q4	$11K	Buy	+440	New	+$10.6K	0.01%	135

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 $6.22B AUM 22.28% 1-Year Est. Return

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

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Jackson Hole Capital Partners's IBDO Position: Q3 2021 in Review

Jackson Hole Capital Partners sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q3 2021, closing a stake of 1,115 shares — an estimated $29K sold.

Jackson Hole Capital Partners first reported a position in IBDO in Q4 2018 and held it in 11 quarters. The position peaked at $108K in Q1 2021. 200 funds tracked by Wall St. Rank hold IBDO as of Q3 2021.

Jackson Hole Capital Partners reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q3 2021 after selling out during the quarter.
Jackson Hole Capital Partners sold 1,115 iShares iBonds Dec 2023 Term Corporate ETF shares in Q3 2021, an estimated $29K.
Jackson Hole Capital Partners first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2018 and held it in 11 quarters.
Jackson Hole Capital Partners's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $108K in Q1 2021.
200 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2021.

Based on Jackson Hole Capital Partners's 13F filing for Q3 2021, filed 9 Nov 2021.