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 $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

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

KPP Advisory Services's IBDO Position: Q4 2023 in Review

KPP Advisory Services sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 10,350 shares — an estimated $262K sold.

KPP Advisory Services first reported a position in IBDO in Q3 2023 and held it in 1 quarter. The position peaked at $262K in Q3 2023. 4 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

KPP Advisory Services reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
KPP Advisory Services sold 10,350 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $262K.
KPP Advisory Services first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2023 and held it in 1 quarter.
KPP Advisory Services's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $262K in Q3 2023.
4 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on KPP Advisory Services's 13F filing for Q4 2023, filed 14 Feb 2024.