JAG
IBDO

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

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
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Journey Advisory Group's IBDO Position: Q4 2023 in Review

Journey Advisory Group sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 295,054 shares — an estimated $7.48M sold.

Journey Advisory Group first reported a position in IBDO in Q1 2022 and held it in 7 quarters. The position peaked at $10.7M in Q1 2023. 4 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Journey Advisory Group reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Journey Advisory Group sold 295,054 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $7.48M.
  • Journey Advisory Group first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2022 and held it in 7 quarters.
  • Journey Advisory Group's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $10.7M in Q1 2023.
  • 4 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Journey Advisory Group's 13F filing for Q4 2023, filed 12 Feb 2024.