NG
IBDO

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

Northstar Group’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
Q3 		– Hold
0
– – – 39
2023
Q2 		– Hold
0
– – – 38
2023
Q1 		– Hold
0
– – – 32
2022
Q4 		– Hold
0
– – – 32
2022
Q3 		– Hold
0
– – – 38
2022
Q2 		– Hold
0
– – – 50
2022
Q1 		– Hold
0
– – – 62
2021
Q4 		– Hold
0
– – – 67
2021
Q3 		– Hold
0
– – – 69
2021
Q2 		– Hold
0
– – – 73
2021
Q1 		– Hold
0
– – – 74
2020
Q4 		– Hold
0
– – – 81
2020
Q3 		– Hold
0
– – – 81
2020
Q2 		– Hold
0
– – – 73
2020
Q1 		– Hold
0
– – – 69

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return