MC
IBDO

Middleton & Co’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Middleton & Co’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
-20,400
Closed -$517K – 159
2023
Q3 		$517K Hold
20,400
– – 0.07% 99
2023
Q2 		$516K Hold
20,400
– – 0.07% 104
2023
Q1 		$514K Hold
20,400
– – 0.07% 105
2022
Q4 		$511K Sell
20,400
-4,000
-16% -$99.9K 0.08% 107
2022
Q3 		$609K Buy
+24,400
New +$611K 0.09% 101

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

Middleton & Co's IBDO Position: Q4 2023 in Review

Middleton & Co sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 20,400 shares — an estimated $517K sold.

Middleton & Co first reported a position in IBDO in Q3 2022 and held it in 5 quarters. The position peaked at $609K in Q3 2022. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Middleton & Co reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Middleton & Co sold 20,400 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $517K.
  • Middleton & Co first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2022 and held it in 5 quarters.
  • Middleton & Co's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $609K in Q3 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Middleton & Co's 13F filing for Q4 2023, filed 13 Feb 2024.