KCA
IBDO

Karn Couzens & Associates’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Karn Couzens & Associates’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
2022
Q1 		$791K Buy
31,290
+3,500
+13% +$89.1K 0.5% 32
2021
Q4 		$713K Hold
27,790
– – 0.49% 30
2021
Q3 		$723K Buy
27,790
+18,500
+199% +$481K 0.55% 29
2021
Q2 		$242K Buy
+9,290
New +$242K 0.19% 64

Other funds holding IBDO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Karn Couzens & Associates's IBDO Position: Q1 2022 in Review

Karn Couzens & Associates increased its iShares iBonds Dec 2023 Term Corporate ETF (IBDO) stake by 13% in Q1 2022, buying an estimated $89.1K and bringing the position to 31,290 shares worth $791K. The position accounts for 0.5% of the portfolio, ranked #32.

Karn Couzens & Associates first reported a position in IBDO in Q2 2021 and has held it in 4 quarters since. 201 funds tracked by Wall St. Rank hold IBDO as of Q1 2022.

  • Karn Couzens & Associates held 31,290 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $791K as of Q1 2022.
  • Karn Couzens & Associates bought 3,500 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2022, an estimated $89.1K.
  • iShares iBonds Dec 2023 Term Corporate ETF made up 0.5% of Karn Couzens & Associates's portfolio in Q1 2022, its #32 holding.
  • Karn Couzens & Associates first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2021 and has held it in 4 quarters since.
  • 201 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.