MFT
IBDO

Moisand Fitzgerald Tamayo’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Moisand Fitzgerald Tamayo’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
2021
Q2 		– Sell
-43
Closed -$1K – 436
2021
Q1 		$1K Hold
43
– – ﹤0.01% 345
2020
Q4 		$1K Hold
43
– – ﹤0.01% 348
2020
Q3 		$1K Hold
43
– – ﹤0.01% 316
2020
Q2 		$1K Buy
+43
New +$1.11K ﹤0.01% 310

Other funds holding IBDO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Moisand Fitzgerald Tamayo's IBDO Position: Q2 2021 in Review

Moisand Fitzgerald Tamayo sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q2 2021, closing a stake of 43 shares — an estimated $1K sold.

Moisand Fitzgerald Tamayo first reported a position in IBDO in Q2 2020 and held it in 4 quarters. The position peaked at $1K in Q1 2021. 201 funds tracked by Wall St. Rank hold IBDO as of Q2 2021.

  • Moisand Fitzgerald Tamayo reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q2 2021 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 43 iShares iBonds Dec 2023 Term Corporate ETF shares in Q2 2021, an estimated $1K.
  • Moisand Fitzgerald Tamayo first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2020 and held it in 4 quarters.
  • Moisand Fitzgerald Tamayo's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $1K in Q1 2021.
  • 201 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2021.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2021, filed 3 Aug 2021.