MML Investors Services
IBDO

MML Investors Services’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

MML Investors Services’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
-39,221
Closed -$995K – 2528
2023
Q3 		$995K Sell
39,221
-907
-2% -$22.9K 0.01% 1227
2023
Q2 		$1.01M Buy
40,128
+301
+0.8% +$7.59K 0.01% 1224
2023
Q1 		$1M Sell
39,827
-32,965
-45% -$828K 0.01% 1070
2022
Q4 		$1.82M Buy
72,792
+34,899
+92% +$871K 0.01% 864
2022
Q3 		$945K Buy
37,893
+20,760
+121% +$520K 0.01% 1089
2022
Q2 		$430K Buy
17,133
+5,922
+53% +$149K ﹤0.01% 1486
2022
Q1 		$283K Sell
11,211
-206
-2% -$5.24K ﹤0.01% 1766
2021
Q4 		$293K Sell
11,417
-1,810
-14% -$46.7K ﹤0.01% 1716
2021
Q3 		$344K Sell
13,227
-331
-2% -$8.61K ﹤0.01% 1565
2021
Q2 		$354K Buy
13,558
+314
+2% +$8.2K ﹤0.01% 1514
2021
Q1 		$346K Sell
13,244
-32
-0.2% -$838 ﹤0.01% 1442
2020
Q4 		$349K Buy
13,276
+493
+4% +$12.9K ﹤0.01% 1326
2020
Q3 		$335K Sell
12,783
-267
-2% -$7.01K ﹤0.01% 1232
2020
Q2 		$342K Buy
13,050
+394
+3% +$10.2K ﹤0.01% 1173
2020
Q1 		$316K Sell
12,656
-3,813
-23% -$96.7K 0.01% 1067
2019
Q4 		$421K Buy
16,469
+4,906
+42% +$125K 0.01% 1073
2019
Q3 		$296K Sell
11,563
-3,737
-24% -$95.2K ﹤0.01% 1193
2019
Q2 		$389K Sell
15,300
-69,202
-82% -$1.73M 0.01% 1158
2019
Q1 		$2.11M Buy
84,502
+1,655
+2% +$40.7K 0.03% 446
2018
Q4 		$2M Buy
+82,847
New +$2M 0.04% 414

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

MML Investors Services's IBDO Position: Q4 2023 in Review

MML Investors Services sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 39,221 shares — an estimated $995K sold.

MML Investors Services first reported a position in IBDO in Q4 2018 and held it in 20 quarters. The position peaked at $2.11M in Q1 2019. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • MML Investors Services reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • MML Investors Services sold 39,221 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $995K.
  • MML Investors Services first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2018 and held it in 20 quarters.
  • MML Investors Services's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $2.11M in Q1 2019.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on MML Investors Services's 13F filing for Q4 2023, filed 14 Feb 2024.