MFG
IBDO

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

Merit Financial 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
2023
Q4 		– Sell
-8,891
Closed -$225K – 842
2023
Q3 		$225K Buy
8,891
+23
+0.3% +$582 0.01% 672
2023
Q2 		$224K Sell
8,868
-349,826
-98% -$8.82M 0.01% 669
2023
Q1 		$9.04M Sell
358,694
-17,871
-5% -$449K 0.33% 52
2022
Q4 		$9.43M Buy
+376,565
New +$9.4M 0.34% 41

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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

Merit Financial Group's IBDO Position: Q4 2023 in Review

Merit Financial Group sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 8,891 shares — an estimated $225K sold.

Merit Financial Group first reported a position in IBDO in Q4 2022 and held it in 4 quarters. The position peaked at $9.43M in Q4 2022. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Merit Financial Group reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Merit Financial Group sold 8,891 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $225K.
  • Merit Financial Group first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2022 and held it in 4 quarters.
  • Merit Financial Group's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $9.43M in Q4 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Merit Financial Group's 13F filing for Q4 2023, filed 6 Feb 2024.