LC
IBDO

Legacy CG’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Legacy CG’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
2022
Q4 		– Sell
-19,743
Closed -$493K – 55
2022
Q3 		$493K Sell
19,743
-113,598
-85% -$2.85M 0.32% 43
2022
Q2 		$3.35M Buy
133,341
+472
+0.4% +$11.9K 2.3% 12
2022
Q1 		$3.36M Buy
132,869
+18,817
+16% +$479K 2.18% 19
2021
Q4 		$2.93M Buy
+114,052
New +$2.94M 1.76% 30

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Legacy CG's IBDO Position: Q4 2022 in Review

Legacy CG sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2022, closing a stake of 19,743 shares — an estimated $493K sold.

Legacy CG first reported a position in IBDO in Q4 2021 and held it in 4 quarters. The position peaked at $3.36M in Q1 2022. 284 funds tracked by Wall St. Rank hold IBDO as of Q4 2022.

  • Legacy CG reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Legacy CG sold 19,743 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2022, an estimated $493K.
  • Legacy CG first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2021 and held it in 4 quarters.
  • Legacy CG's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $3.36M in Q1 2022.
  • 284 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2022.

Based on Legacy CG's 13F filing for Q4 2022, filed 13 Feb 2023.