KOCAA
IBDO

Knights of Columbus Asset Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Knights of Columbus Asset Advisors’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
-2,700
Closed -$68.5K – 392
2023
Q3 		$68.5K Hold
2,700
– – 0.01% 357
2023
Q2 		$68.3K Hold
2,700
– – 0.01% 358
2023
Q1 		$68K Sell
2,700
-505
-16% -$12.7K 0.01% 344
2022
Q4 		$80.2K Hold
3,205
– – 0.01% 322
2022
Q3 		$80K Hold
3,205
– – 0.01% 304
2022
Q2 		$80K Hold
3,205
– – 0.01% 302
2022
Q1 		$81K Hold
3,205
– – 0.01% 297
2021
Q4 		$82K Hold
3,205
– – 0.01% 298
2021
Q3 		$83K Hold
3,205
– – 0.01% 295
2021
Q2 		$84K Hold
3,205
– – 0.01% 291
2021
Q1 		$84K Hold
3,205
– – 0.01% 312
2020
Q4 		$84K Hold
3,205
– – 0.01% 309
2020
Q3 		$84K Hold
3,205
– – 0.01% 302
2020
Q2 		$84K Hold
3,205
– – 0.01% 309
2020
Q1 		$80K Sell
3,205
-579
-15% -$14.7K 0.01% 346
2019
Q4 		$97K Buy
+3,784
New +$96.7K 0.01% 373

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 $403M AUM 22.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Knights of Columbus Asset Advisors's IBDO Position: Q4 2023 in Review

Knights of Columbus Asset Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 2,700 shares — an estimated $68.5K sold.

Knights of Columbus Asset Advisors first reported a position in IBDO in Q4 2019 and held it in 16 quarters. The position peaked at $97K in Q4 2019. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Knights of Columbus Asset Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Knights of Columbus Asset Advisors sold 2,700 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $68.5K.
  • Knights of Columbus Asset Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2019 and held it in 16 quarters.
  • Knights of Columbus Asset Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $97K in Q4 2019.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Knights of Columbus Asset Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.