LF
IBDO

LifeSteps Financial’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

LifeSteps Financial’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
2020
Q2 		– Sell
-91,749
Closed -$2.29M – 78
2020
Q1 		$2.29M Buy
91,749
+7,051
+8% +$179K 2.64% 11
2019
Q4 		$2.17M Buy
+84,698
New +$2.16M 2.04% 12

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
FFIC
First Fiduciary Investment Counsel Cleveland, Ohio $529M AUM 15.02% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LifeSteps Financial's IBDO Position: Q2 2020 in Review

LifeSteps Financial sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q2 2020, closing a stake of 91,749 shares — an estimated $2.29M sold.

LifeSteps Financial first reported a position in IBDO in Q4 2019 and held it in 2 quarters. The position peaked at $2.29M in Q1 2020. 165 funds tracked by Wall St. Rank hold IBDO as of Q2 2020.

  • LifeSteps Financial reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q2 2020 after selling out during the quarter.
  • LifeSteps Financial sold 91,749 iShares iBonds Dec 2023 Term Corporate ETF shares in Q2 2020, an estimated $2.29M.
  • LifeSteps Financial first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2019 and held it in 2 quarters.
  • LifeSteps Financial's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $2.29M in Q1 2020.
  • 165 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2020.

Based on LifeSteps Financial's 13F filing for Q2 2020, filed 5 Aug 2020.