MCC
IBDO

Money Concepts Capital’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-374
Closed -$9.36K – 3132
2022
Q4 		$9.36K Buy
+374
New +$9.34K ﹤0.01% 2044
2022
Q2 		– Sell
-354
Closed -$9K – 2740
2022
Q1 		$9K Sell
354
-31,748
-99% -$808K ﹤0.01% 2012
2021
Q4 		$824K Buy
+32,102
New +$829K 0.07% 232
2021
Q1 		$900K Sell
34,440
-875
-2% -$22.9K 0.07% 224
2020
Q4 		$928K Buy
+35,315
New +$926K 0.09% 197

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Money Concepts Capital's IBDO Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2023, closing a stake of 374 shares — an estimated $9.36K sold.

Money Concepts Capital first reported a position in IBDO in Q4 2020 and held it in 5 quarters. The position peaked at $928K in Q4 2020. 294 funds tracked by Wall St. Rank hold IBDO as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 374 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2023, an estimated $9.36K.
  • Money Concepts Capital first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2020 and held it in 5 quarters.
  • Money Concepts Capital's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $928K in Q4 2020.
  • 294 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.