L & S Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

L & S Advisors’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	-18,701	Closed	-$474K	–	368
2023 Q3	$474K	Sell	18,701 -1,799	-9%	-$45.5K	0.07%	208
2023 Q2	$518K	Buy	20,500 +8,213	+67%	+$207K	0.07%	206
2023 Q1	$310K	Buy	+12,287	New	+$309K	0.04%	249

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

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 & S Advisors's IBDO Position: Q4 2023 in Review

L & S Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 18,701 shares — an estimated $474K sold.

L & S Advisors first reported a position in IBDO in Q1 2023 and held it in 3 quarters. The position peaked at $518K in Q2 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

L & S Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
L & S Advisors sold 18,701 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $474K.
L & S Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2023 and held it in 3 quarters.
L & S Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $518K 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 & S Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.