Madden Advisory Services’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Madden Advisory Services’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	-222,050	Closed	-$5.63M	–	93
2023 Q3	$5.63M	Buy	222,050 +51,385	+30%	+$1.3M	3.56%	6
2023 Q2	$4.32M	Buy	170,665 +6,047	+4%	+$152K	2.79%	9
2023 Q1	$4.15M	Buy	164,618 +339	+0.2%	+$8.51K	2.91%	8
2022 Q4	$4.11M	Sell	164,279 -730	-0.4%	-$18.2K	3.08%	8
2022 Q3	$4.12M	Buy	165,009 +5,867	+4%	+$147K	3.29%	7
2022 Q2	$3.99M	Buy	159,142 +23,499	+17%	+$591K	3.02%	9
2022 Q1	$3.43M	Buy	135,643 +8,437	+7%	+$215K	2.33%	13
2021 Q4	$3.27M	Buy	127,206 +25,651	+25%	+$662K	2.14%	13
2021 Q3	$2.64M	Buy	101,555 +72,452	+249%	+$1.88M	1.89%	16
2021 Q2	$759K	Buy	29,103 +20,238	+228%	+$528K	0.56%	33
2021 Q1	$232K	Buy	+8,865	New	+$232K	0.18%	63

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

Madden Advisory Services's IBDO Position: Q4 2023 in Review

Madden Advisory Services sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 222,050 shares — an estimated $5.63M sold.

Madden Advisory Services first reported a position in IBDO in Q1 2021 and held it in 11 quarters. The position peaked at $5.63M in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

Madden Advisory Services reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
Madden Advisory Services sold 222,050 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $5.63M.
Madden Advisory Services first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2021 and held it in 11 quarters.
Madden Advisory Services's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $5.63M in Q3 2023.
5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Madden Advisory Services's 13F filing for Q4 2023, filed 12 Feb 2024.