MWM
IBDO

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

MBE 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
2020
Q2 		– Sell
-1,086
Closed -$27K – 569
2020
Q1 		$27K Buy
+1,086
New +$27.6K 0.03% 181

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
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
FFIC
First Fiduciary Investment Counsel Cleveland, Ohio $529M AUM 15.02% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MBE Wealth Management's IBDO Position: Q2 2020 in Review

MBE Wealth Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q2 2020, closing a stake of 1,086 shares — an estimated $27K sold.

MBE Wealth Management first reported a position in IBDO in Q1 2020 and held it in 1 quarter. The position peaked at $27K in Q1 2020. 165 funds tracked by Wall St. Rank hold IBDO as of Q2 2020.

  • MBE Wealth Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 1,086 iShares iBonds Dec 2023 Term Corporate ETF shares in Q2 2020, an estimated $27K.
  • MBE Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $27K in Q1 2020.
  • 165 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.