MTWM
IBDO

Masso Torrence Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Masso Torrence Wealth Management’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
-25,155
Closed -$638K – 100
2023
Q3 		$638K Sell
25,155
-1,250
-5% -$31.6K 0.49% 46
2023
Q2 		$668K Sell
26,405
-3,890
-13% -$98.1K 0.48% 48
2023
Q1 		$763K Hold
30,295
– – 0.6% 43
2022
Q4 		$758K Buy
+30,295
New +$756K 0.6% 41

Other funds holding IBDO

IA
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

Masso Torrence Wealth Management's IBDO Position: Q4 2023 in Review

Masso Torrence Wealth Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 25,155 shares — an estimated $638K sold.

Masso Torrence Wealth Management first reported a position in IBDO in Q4 2022 and held it in 4 quarters. The position peaked at $763K in Q1 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Masso Torrence Wealth Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 25,155 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $638K.
  • Masso Torrence Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2022 and held it in 4 quarters.
  • Masso Torrence Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $763K in Q1 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Masso Torrence Wealth Management's 13F filing for Q4 2023, filed 1 Feb 2024.