Key Bridge Compliance’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Key Bridge Compliance’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 Q3	$857K	Buy	+33,796	New	+$855K	0.27%	64

Other funds holding IBDO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Key Bridge Compliance's IBDO Position: Q3 2023 in Review

Key Bridge Compliance opened a new position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q3 2023: 33,796 shares worth $857K. The stake represents 0.27% of the portfolio and ranks #64 among its holdings.

286 funds tracked by Wall St. Rank hold IBDO as of Q3 2023.

Key Bridge Compliance held 33,796 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $857K as of Q3 2023.
iShares iBonds Dec 2023 Term Corporate ETF was a new Key Bridge Compliance position in Q3 2023.
iShares iBonds Dec 2023 Term Corporate ETF made up 0.27% of Key Bridge Compliance's portfolio in Q3 2023, its #64 holding.
286 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2023.

Based on Key Bridge Compliance's 13F filing for Q3 2023, filed 13 Oct 2023.