Koshinski Asset Management
IBDO

Koshinski Asset Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Koshinski Asset 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
2022
Q2 		– Sell
-818
Closed -$20.7K – 2074
2022
Q1 		$20.7K Sell
818
-25
-3% -$636 ﹤0.01% 1401
2021
Q4 		$21.6K Buy
843
+22
+3% +$568 ﹤0.01% 1422
2021
Q3 		$21.3K Buy
+821
New +$21.4K ﹤0.01% 1444

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Koshinski Asset Management's IBDO Position: Q2 2022 in Review

Koshinski Asset Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q2 2022, closing a stake of 818 shares — an estimated $20.7K sold.

Koshinski Asset Management first reported a position in IBDO in Q3 2021 and held it in 3 quarters. The position peaked at $21.6K in Q4 2021. 229 funds tracked by Wall St. Rank hold IBDO as of Q2 2022.

  • Koshinski Asset Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 818 iShares iBonds Dec 2023 Term Corporate ETF shares in Q2 2022, an estimated $20.7K.
  • Koshinski Asset Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $21.6K in Q4 2021.
  • 229 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.