KHC
IBDO

Koesten Hirschmann & Crabtree’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Koesten Hirschmann & Crabtree’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
Q2 		– Sell
-58
Closed -$1.46K – 256
2023
Q1 		$1.46K Buy
+58
New +$1.46K ﹤0.01% 173

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $281M AUM 17.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Koesten Hirschmann & Crabtree's IBDO Position: Q2 2023 in Review

Koesten Hirschmann & Crabtree sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q2 2023, closing a stake of 58 shares — an estimated $1.46K sold.

Koesten Hirschmann & Crabtree first reported a position in IBDO in Q1 2023 and held it in 1 quarter. The position peaked at $1.46K in Q1 2023. 297 funds tracked by Wall St. Rank hold IBDO as of Q2 2023.

  • Koesten Hirschmann & Crabtree reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q2 2023 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 58 iShares iBonds Dec 2023 Term Corporate ETF shares in Q2 2023, an estimated $1.46K.
  • Koesten Hirschmann & Crabtree first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2023 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $1.46K in Q1 2023.
  • 297 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2023, filed 26 Jul 2023.