MSAM
IBDO

Moloney Securities Asset Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Moloney Securities Asset 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
Q2 		– Sell
-118,997
Closed -$3M – 458
2023
Q1 		$3M Buy
+118,997
New +$2.99M 0.56% 47

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Moloney Securities Asset Management's IBDO Position: Q2 2023 in Review

Moloney Securities Asset Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q2 2023, closing a stake of 118,997 shares — an estimated $3M sold.

Moloney Securities Asset Management first reported a position in IBDO in Q1 2023 and held it in 1 quarter. The position peaked at $3M in Q1 2023. 297 funds tracked by Wall St. Rank hold IBDO as of Q2 2023.

  • Moloney Securities Asset Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q2 2023 after selling out during the quarter.
  • Moloney Securities Asset Management sold 118,997 iShares iBonds Dec 2023 Term Corporate ETF shares in Q2 2023, an estimated $3M.
  • Moloney Securities Asset Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2023 and held it in 1 quarter.
  • Moloney Securities Asset Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $3M in Q1 2023.
  • 297 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2023.

Based on Moloney Securities Asset Management's 13F filing for Q2 2023, filed 31 Jul 2023.