MFS
IBDO

MSI Financial Services’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

MSI Financial Services’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
2016
Q4 		$10K Hold
410
– – ﹤0.01% 2819
2016
Q3 		$11K Hold
410
– – ﹤0.01% 2757
2016
Q2 		$11K Hold
410
– – ﹤0.01% 2739
2016
Q1 		$10K Buy
+410
New +$9.99K ﹤0.01% 2778

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

MSI Financial Services's IBDO Position: Q4 2016 in Review

MSI Financial Services held its iShares iBonds Dec 2023 Term Corporate ETF (IBDO) position steady in Q4 2016 at 410 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #2819.

MSI Financial Services first reported a position in IBDO in Q1 2016 and has held it in 4 quarters since. The position peaked at $11K in Q3 2016. 30 funds tracked by Wall St. Rank hold IBDO as of Q4 2016.

  • MSI Financial Services held 410 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $10K as of Q4 2016.
  • MSI Financial Services left its iShares iBonds Dec 2023 Term Corporate ETF share count unchanged in Q4 2016.
  • iShares iBonds Dec 2023 Term Corporate ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2819 holding.
  • MSI Financial Services first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2016 and has held it in 4 quarters since.
  • MSI Financial Services's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $11K in Q3 2016.
  • 30 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.