Main Street Financial Solutions’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Main Street Financial Solutions’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	-32,538	Closed	-$812K	–	471
2022 Q3	$812K	Buy	32,538 +930	+3%	+$23.3K	0.13%	157
2022 Q2	$793K	Buy	31,608 +200	+0.6%	+$5.03K	0.1%	178
2022 Q1	$794K	Sell	31,408 -866	-3%	-$22K	0.12%	178
2021 Q4	$828K	Sell	32,274 -1,469	-4%	-$37.9K	0.12%	169
2021 Q3	$877K	Buy	33,743 +4,405	+15%	+$115K	0.13%	148
2021 Q2	$765K	Buy	29,338 +9,100	+45%	+$238K	0.12%	167
2021 Q1	$529K	Sell	20,238 -992	-5%	-$26K	0.09%	210
2020 Q4	$558K	Buy	+21,230	New	+$557K	0.11%	183

Other funds holding IBDO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Main Street Financial Solutions's IBDO Position: Q4 2022 in Review

Main Street Financial Solutions sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2022, closing a stake of 32,538 shares — an estimated $812K sold.

Main Street Financial Solutions first reported a position in IBDO in Q4 2020 and held it in 8 quarters. The position peaked at $877K in Q3 2021. 284 funds tracked by Wall St. Rank hold IBDO as of Q4 2022.

Main Street Financial Solutions reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Main Street Financial Solutions sold 32,538 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2022, an estimated $812K.
Main Street Financial Solutions first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2020 and held it in 8 quarters.
Main Street Financial Solutions's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $877K in Q3 2021.
284 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2022.

Based on Main Street Financial Solutions's 13F filing for Q4 2022, filed 30 Jan 2023.