LHC
IBDO

Little House Capital’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Little House Capital’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
Q2 		– Sell
-24,594
Closed -$622K – 145
2022
Q1 		$622K Sell
24,594
-3,674
-13% -$93.5K 0.32% 83
2021
Q4 		$726K Sell
28,268
-454
-2% -$11.7K 0.38% 81
2021
Q3 		$747K Sell
28,722
-838
-3% -$21.8K 0.44% 70
2021
Q2 		$771K Buy
+29,560
New +$772K 0.42% 79

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Little House Capital's IBDO Position: Q2 2022 in Review

Little House Capital sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q2 2022, closing a stake of 24,594 shares — an estimated $622K sold.

Little House Capital first reported a position in IBDO in Q2 2021 and held it in 4 quarters. The position peaked at $771K in Q2 2021. 229 funds tracked by Wall St. Rank hold IBDO as of Q2 2022.

  • Little House Capital reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q2 2022 after selling out during the quarter.
  • Little House Capital sold 24,594 iShares iBonds Dec 2023 Term Corporate ETF shares in Q2 2022, an estimated $622K.
  • Little House Capital first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2021 and held it in 4 quarters.
  • Little House Capital's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $771K in Q2 2021.
  • 229 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2022.

Based on Little House Capital's 13F filing for Q2 2022, filed 12 Aug 2022.