MA
IBDO

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

MONECO 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
-28,665
Closed -$727K – 405
2023
Q3 		$727K Sell
28,665
-2,119
-7% -$53.6K 0.2% 125
2023
Q2 		$779K Sell
30,784
-131
-0.4% -$3.3K 0.21% 120
2023
Q1 		$779K Sell
30,915
-187
-0.6% -$4.7K 0.23% 112
2022
Q4 		$778K Sell
31,102
-880
-3% -$22K 0.28% 92
2022
Q3 		$798K Buy
31,982
+13
+0% +$326 0.32% 78
2022
Q2 		$802K Buy
31,969
+10,620
+50% +$267K 0.31% 82
2022
Q1 		$540K Buy
21,349
+8
+0% +$204 0.2% 121
2021
Q4 		$545K Sell
21,341
-4,396
-17% -$113K 0.2% 122
2021
Q3 		$669K Sell
25,737
-388
-1% -$10.1K 0.26% 87
2021
Q2 		$681K Buy
26,125
+12
+0% +$313 0.31% 80
2021
Q1 		$683K Buy
26,113
+9
+0% +$236 0.33% 76
2020
Q4 		$685K Buy
26,104
+20
+0.1% +$525 0.38% 66
2020
Q3 		$684K Buy
26,084
+4,803
+23% +$126K 0.44% 54
2020
Q2 		$558K Buy
21,281
+2,008
+10% +$51.8K 0.44% 57
2020
Q1 		$482K Buy
+19,273
New +$489K 0.49% 51

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

MONECO Advisors's IBDO Position: Q4 2023 in Review

MONECO Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 28,665 shares — an estimated $727K sold.

MONECO Advisors first reported a position in IBDO in Q1 2020 and held it in 15 quarters. The position peaked at $802K in Q2 2022. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • MONECO Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • MONECO Advisors sold 28,665 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $727K.
  • MONECO Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2020 and held it in 15 quarters.
  • MONECO Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $802K in Q2 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on MONECO Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.