MMHP
IBDO

Murphy Middleton Hinkle & Parker’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Murphy Middleton Hinkle & Parker’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
-85,933
Closed -$2.18M – 139
2023
Q3 		$2.18M Sell
85,933
-2,636
-3% -$66.7K 1.4% 24
2023
Q2 		$2.24M Sell
88,569
-7,444
-8% -$188K 1.4% 22
2023
Q1 		$2.42M Sell
96,013
-5,188
-5% -$130K 1.5% 21
2022
Q4 		$2.53M Sell
101,201
-528
-0.5% -$13.2K 1.59% 20
2022
Q3 		$2.54M Sell
101,729
-549
-0.5% -$13.8K 1.76% 16
2022
Q2 		$2.57M Sell
102,278
-1,025
-1% -$25.8K 1.66% 18
2022
Q1 		$2.61M Sell
103,303
-204
-0.2% -$5.19K 1.4% 20
2021
Q4 		$2.66M Buy
103,507
+23
+0% +$594 1.42% 21
2021
Q3 		$2.69M Sell
103,484
-1,423
-1% -$37K 1.56% 17
2021
Q2 		$2.73M Sell
104,907
-758
-0.7% -$19.8K 1.53% 16
2021
Q1 		$2.76M Sell
105,665
-8,120
-7% -$213K 1.61% 14
2020
Q4 		$2.99M Sell
113,785
-468
-0.4% -$12.3K 1.99% 9
2020
Q3 		$3M Sell
114,253
-505
-0.4% -$13.3K 2.19% 7
2020
Q2 		$3.01M Sell
114,758
-3,248
-3% -$83.8K 2.22% 9
2020
Q1 		$2.95M Sell
118,006
-8,923
-7% -$226K 2.61% 3
2019
Q4 		$3.24M Buy
126,929
+2,967
+2% +$75.8K 2.16% 7
2019
Q3 		$3.17M Sell
123,962
-374
-0.3% -$9.53K 2.25% 9
2019
Q2 		$3.16M Buy
124,336
+534
+0.4% +$13.4K 2.25% 7
2019
Q1 		$3.1M Sell
123,802
-275
-0.2% -$6.76K 2.13% 10
2018
Q4 		$3M Sell
124,077
-223
-0.2% -$5.37K 2.29% 8
2018
Q3 		$3.02M Sell
124,300
-453
-0.4% -$11K 2.13% 8
2018
Q2 		$3.03M Sell
124,753
-166
-0.1% -$4.03K 2.26% 8
2018
Q1 		$3.06M Buy
124,919
+2,975
+2% +$73.4K 2.37% 7
2017
Q4 		$3.06M Buy
+121,944
New +$3.07M 2.27% 8

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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

Murphy Middleton Hinkle & Parker's IBDO Position: Q4 2023 in Review

Murphy Middleton Hinkle & Parker sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 85,933 shares — an estimated $2.18M sold.

Murphy Middleton Hinkle & Parker first reported a position in IBDO in Q4 2017 and held it in 24 quarters. The position peaked at $3.24M in Q4 2019. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Murphy Middleton Hinkle & Parker reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Murphy Middleton Hinkle & Parker sold 85,933 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $2.18M.
  • Murphy Middleton Hinkle & Parker first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2017 and held it in 24 quarters.
  • Murphy Middleton Hinkle & Parker's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $3.24M in Q4 2019.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Murphy Middleton Hinkle & Parker's 13F filing for Q4 2023, filed 24 Jan 2024.