MG
IBDO

Mather Group’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Mather Group’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
Q4 		– Sell
-13,971
Closed -$366K – 277
2020
Q3 		$366K Sell
13,971
-10,861
-44% -$285K 0.01% 167
2020
Q2 		$651K Buy
+24,832
New +$640K 0.03% 117

Other funds holding IBDO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mather Group's IBDO Position: Q4 2020 in Review

Mather Group sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2020, closing a stake of 13,971 shares — an estimated $366K sold.

Mather Group first reported a position in IBDO in Q2 2020 and held it in 2 quarters. The position peaked at $651K in Q2 2020. 202 funds tracked by Wall St. Rank hold IBDO as of Q4 2020.

  • Mather Group reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Mather Group sold 13,971 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2020, an estimated $366K.
  • Mather Group first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2020 and held it in 2 quarters.
  • Mather Group's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $651K in Q2 2020.
  • 202 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2020.

Based on Mather Group's 13F filing for Q4 2020, filed 12 Feb 2021.