KPP Advisory Services’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

KPP Advisory Services’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	-10,350	Closed	-$262K	–	229
2023 Q3	$262K	Buy	+10,350	New	+$262K	0.09%	173

Other funds holding IBDO

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.01B AUM 14.39% 1-Year Est. Return

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

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