Kingsview Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Kingsview Wealth Management’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	–	Sell	-8,405	Closed	-$213K	–	1023
2023 Q2	$213K	Hold	8,405	–	–	0.01%	840
2023 Q1	$212K	Hold	8,405	–	–	0.01%	817
2022 Q4	$210K	Sell	8,405 -2,485	-23%	-$62K	0.01%	776
2022 Q3	$272K	Hold	10,890	–	–	0.01%	667
2022 Q2	$273K	Buy	10,890 +1,532	+16%	+$38.5K	0.01%	688
2022 Q1	$237K	Hold	9,358	–	–	0.01%	767
2021 Q4	$240K	Hold	9,358	–	–	0.01%	811
2021 Q3	$243K	Hold	9,358	–	–	0.01%	747
2021 Q2	$244K	Hold	9,358	–	–	0.01%	772
2021 Q1	$244K	Buy	+9,358	New	+$245K	0.01%	704

Other funds holding IBDO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Kingsview Wealth Management's IBDO Position: Q3 2023 in Review

Kingsview Wealth Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q3 2023, closing a stake of 8,405 shares — an estimated $213K sold.

Kingsview Wealth Management first reported a position in IBDO in Q1 2021 and held it in 10 quarters. The position peaked at $273K in Q2 2022. 287 funds tracked by Wall St. Rank hold IBDO as of Q3 2023.

Kingsview Wealth Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q3 2023 after selling out during the quarter.
Kingsview Wealth Management sold 8,405 iShares iBonds Dec 2023 Term Corporate ETF shares in Q3 2023, an estimated $213K.
Kingsview Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2021 and held it in 10 quarters.
Kingsview Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $273K in Q2 2022.
287 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2023.

Based on Kingsview Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.