MAWAG
IBDO

Mid-American Wealth Advisory Group’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Mid-American Wealth Advisory 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
Q3 		– Sell
-28,282
Closed -$714K – 79
2023
Q2 		$714K Buy
+28,282
New +$713K 0.56% 46

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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Mid-American Wealth Advisory Group's IBDO Position: Q3 2023 in Review

Mid-American Wealth Advisory Group sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q3 2023, closing a stake of 28,282 shares — an estimated $714K sold.

Mid-American Wealth Advisory Group first reported a position in IBDO in Q2 2023 and held it in 1 quarter. The position peaked at $714K in Q2 2023. 287 funds tracked by Wall St. Rank hold IBDO as of Q3 2023.

  • Mid-American Wealth Advisory Group reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q3 2023 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 28,282 iShares iBonds Dec 2023 Term Corporate ETF shares in Q3 2023, an estimated $714K.
  • Mid-American Wealth Advisory Group first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2023 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $714K in Q2 2023.
  • 287 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2023.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2023, filed 10 Oct 2023.