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

Journey Advisory Group’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	-295,054	Closed	-$7.48M	–	221
2023 Q3	$7.48M	Sell	295,054 -4,978	-2%	-$126K	1.12%	26
2023 Q2	$7.59M	Sell	300,032 -126,064	-30%	-$3.18M	1.13%	23
2023 Q1	$10.7M	Buy	426,096 +409,417	+2,455%	+$10.3M	1.68%	14
2022 Q4	$417K	Sell	16,679 -200	-1%	-$4.99K	0.1%	144
2022 Q3	$421K	Sell	16,879 -7,110	-30%	-$178K	0.11%	157
2022 Q2	$602K	Buy	23,989 +10,200	+74%	+$257K	0.14%	133
2022 Q1	$349K	Buy	+13,789	New	+$351K	0.09%	174

Other funds holding IBDO

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.01B AUM 14.39% 1-Year Est. Return

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return