MFWM
IBDO

Motley Fool Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Motley Fool Wealth 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
Q4 		– Sell
-351,338
Closed -$8.91M – 136
2023
Q3 		$8.91M Buy
351,338
+12,630
+4% +$319K 0.52% 62
2023
Q2 		$8.56M Buy
338,708
+9,798
+3% +$247K 0.5% 61
2023
Q1 		$8.29M Sell
328,910
-6,152
-2% -$154K 0.52% 64
2022
Q4 		$8.39M Buy
+335,062
New +$8.37M 0.58% 58
2020
Q2 		– Sell
-893,730
Closed -$22.3M – 132
2020
Q1 		$22.3M Sell
893,730
-57,821
-6% -$1.47M 1.61% 17
2019
Q4 		$24.3M Sell
951,551
-8,892
-0.9% -$227K 1.46% 19
2019
Q3 		$24.6M Sell
960,443
-21,802
-2% -$556K 1.62% 18
2019
Q2 		$25M Sell
982,245
-35,765
-4% -$896K 1.56% 21
2019
Q1 		$25.5M Sell
1,018,010
-50,896
-5% -$1.25M 1.64% 19
2018
Q4 		$25.9M Buy
1,068,906
+1,703
+0.2% +$41K 1.97% 14
2018
Q3 		$25.9M Buy
1,067,203
+48,376
+5% +$1.18M 1.66% 17
2018
Q2 		$24.7M Buy
1,018,827
+297,043
+41% +$7.22M 1.75% 19
2018
Q1 		$17.7M Buy
721,784
+166,002
+30% +$4.1M 1.3% 21
2017
Q4 		$13.9M Buy
555,782
+39,094
+8% +$984K 1.07% 30
2017
Q3 		$13.1M Buy
516,688
+269,244
+109% +$6.82M 1.12% 25
2017
Q2 		$6.24M Buy
247,444
+8,020
+3% +$202K 0.57% 54
2017
Q1 		$5.96M Buy
+239,424
New +$5.94M 0.57% 54

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

Motley Fool Wealth Management's IBDO Position: Q4 2023 in Review

Motley Fool Wealth Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 351,338 shares — an estimated $8.91M sold.

Motley Fool Wealth Management first reported a position in IBDO in Q1 2017 and held it in 17 quarters. The position peaked at $25.9M in Q3 2018. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Motley Fool Wealth Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Motley Fool Wealth Management sold 351,338 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $8.91M.
  • Motley Fool Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2017 and held it in 17 quarters.
  • Motley Fool Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $25.9M in Q3 2018.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Motley Fool Wealth Management's 13F filing for Q4 2023, filed 2 Feb 2024.