LSA
IBDO

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

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
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

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. 4 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.
  • 4 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.