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

MinichMacGregor 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
2023 Q3	–	Hold	0	–	–	–	19
2023 Q2	–	Sell	-202,473	Closed	-$5.1M	–	21
2023 Q1	$5.1M	Sell	202,473 -15,711	-7%	-$395K	1.69%	18
2022 Q4	$5.46M	Sell	218,184 -2,504	-1%	-$62.5K	1.97%	15
2022 Q3	$5.51M	Buy	220,688 +9,019	+4%	+$226K	2.2%	15
2022 Q2	$5.31M	Buy	+211,669	New	+$5.32M	2.19%	16

Other funds holding IBDO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

MinichMacGregor Wealth Management's IBDO Position: Q3 2023 in Review

MinichMacGregor Wealth Management held its iShares iBonds Dec 2023 Term Corporate ETF (IBDO) position steady in Q3 2023 at 0 shares worth $5.2M. The position accounts for 1.72% of the portfolio, ranked #19.

MinichMacGregor Wealth Management first reported a position in IBDO in Q2 2022 and has held it in 4 quarters since. The position peaked at $5.51M in Q3 2022. 287 funds tracked by Wall St. Rank hold IBDO as of Q3 2023.

MinichMacGregor Wealth Management held 0 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $5.2M as of Q3 2023.
MinichMacGregor Wealth Management left its iShares iBonds Dec 2023 Term Corporate ETF share count unchanged in Q3 2023.
iShares iBonds Dec 2023 Term Corporate ETF made up 1.72% of MinichMacGregor Wealth Management's portfolio in Q3 2023, its #19 holding.
MinichMacGregor Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2022 and has held it in 4 quarters since.
MinichMacGregor Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $5.51M in Q3 2022.
287 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2023, filed 16 Oct 2023.