M
IBDO

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

MOTCO’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
-890
Closed -$22.6K – 815
2023
Q3 		$22.6K Hold
890
– – ﹤0.01% 440
2023
Q2 		$22.5K Hold
890
– – ﹤0.01% 435
2023
Q1 		$22.4K Hold
890
– – ﹤0.01% 408
2022
Q4 		$22.3K Hold
890
– – ﹤0.01% 423
2022
Q3 		$22K Hold
890
– – ﹤0.01% 442
2022
Q2 		$22K Hold
890
– – ﹤0.01% 422
2022
Q1 		$22K Sell
890
-1,085
-55% -$27.6K ﹤0.01% 420
2021
Q4 		$51K Sell
1,975
-973
-33% -$25.1K ﹤0.01% 353
2021
Q3 		$77K Hold
2,948
– – 0.01% 310
2021
Q2 		$77K Hold
2,948
– – 0.01% 317
2021
Q1 		$77K Hold
2,948
– – 0.01% 304
2020
Q4 		$77K Buy
+2,948
New +$77.3K 0.01% 317

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

MOTCO's IBDO Position: Q4 2023 in Review

MOTCO sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 890 shares — an estimated $22.6K sold.

MOTCO first reported a position in IBDO in Q4 2020 and held it in 12 quarters. The position peaked at $77K in Q3 2021. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • MOTCO reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • MOTCO sold 890 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $22.6K.
  • MOTCO first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2020 and held it in 12 quarters.
  • MOTCO's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $77K in Q3 2021.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on MOTCO's 13F filing for Q4 2023, filed 9 Feb 2024.