MA
IBDO

MKT Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

MKT Advisors’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
-9,653
Closed -$244K – 157
2023
Q3 		$244K Buy
+9,653
New +$244K 0.18% 109

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

MKT Advisors's IBDO Position: Q4 2023 in Review

MKT Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 9,653 shares — an estimated $244K sold.

MKT Advisors first reported a position in IBDO in Q3 2023 and held it in 1 quarter. The position peaked at $244K in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • MKT Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • MKT Advisors sold 9,653 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $244K.
  • MKT Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2023 and held it in 1 quarter.
  • MKT Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $244K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on MKT Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.