MCCP
IBDO

Mission Creek Capital Partners’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Mission Creek Capital Partners’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
-51,205
Closed -$1.3M – 228
2023
Q3 		$1.3M Sell
51,205
-6,904
-12% -$175K 0.44% 77
2023
Q2 		$1.47M Sell
58,109
-24,807
-30% -$625K 0.47% 66
2023
Q1 		$2.09M Sell
82,916
-4,796
-5% -$120K 0.71% 37
2022
Q4 		$2.2M Hold
87,712
– – 0.78% 36
2022
Q3 		$2.19M Hold
87,712
– – 0.83% 35
2022
Q2 		$2.2M Sell
87,712
-100
-0.1% -$2.52K 0.74% 39
2022
Q1 		$2.22M Sell
87,812
-11,722
-12% -$298K 0.59% 52
2021
Q4 		$2.56M Sell
99,534
-1,212
-1% -$31.3K 0.51% 53
2021
Q3 		$2.62M Sell
100,746
-3,750
-4% -$97.6K 0.49% 40
2021
Q2 		$2.73M Buy
104,496
+8,613
+9% +$225K 0.44% 40
2021
Q1 		$2.51M Buy
95,883
+12,546
+15% +$329K 0.37% 37
2020
Q4 		$2.19M Buy
83,337
+6,432
+8% +$169K 0.67% 37
2020
Q3 		$2.02M Buy
+76,905
New +$2.02M 0.79% 32

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

Mission Creek Capital Partners's IBDO Position: Q4 2023 in Review

Mission Creek Capital Partners sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 51,205 shares — an estimated $1.3M sold.

Mission Creek Capital Partners first reported a position in IBDO in Q3 2020 and held it in 13 quarters. The position peaked at $2.73M in Q2 2021. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Mission Creek Capital Partners reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Mission Creek Capital Partners sold 51,205 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $1.3M.
  • Mission Creek Capital Partners first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2020 and held it in 13 quarters.
  • Mission Creek Capital Partners's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $2.73M in Q2 2021.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Mission Creek Capital Partners's 13F filing for Q4 2023, filed 14 Feb 2024.