KP
IBDO

Keel Point’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Keel Point’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
-14,114
Closed -$358K – 365
2023
Q3 		$358K Buy
14,114
+84
+0.6% +$2.12K 0.05% 207
2023
Q2 		$355K Buy
+14,030
New +$354K 0.05% 221

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
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Keel Point's IBDO Position: Q4 2023 in Review

Keel Point sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 14,114 shares — an estimated $358K sold.

Keel Point first reported a position in IBDO in Q2 2023 and held it in 2 quarters. The position peaked at $358K in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Keel Point reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Keel Point sold 14,114 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $358K.
  • Keel Point first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2023 and held it in 2 quarters.
  • Keel Point's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $358K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Keel Point's 13F filing for Q4 2023, filed 30 Jan 2024.