LMKC
IBDO

L.M. Kohn & Company’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

L.M. Kohn & Company’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
-38,778
Closed -$983K – 258
2023
Q3 		$983K Sell
38,778
-3,490
-8% -$88.2K 0.36% 59
2023
Q2 		$1.07M Buy
42,268
+7,332
+21% +$185K 0.4% 53
2023
Q1 		$880K Buy
+34,936
New +$877K 0.36% 61

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 $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

L.M. Kohn & Company's IBDO Position: Q4 2023 in Review

L.M. Kohn & Company sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 38,778 shares — an estimated $983K sold.

L.M. Kohn & Company first reported a position in IBDO in Q1 2023 and held it in 3 quarters. The position peaked at $1.07M in Q2 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • L.M. Kohn & Company reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • L.M. Kohn & Company sold 38,778 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $983K.
  • L.M. Kohn & Company first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2023 and held it in 3 quarters.
  • L.M. Kohn & Company's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $1.07M in Q2 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on L.M. Kohn & Company's 13F filing for Q4 2023, filed 9 Feb 2024.