Ogorek Anthony Joseph’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Ogorek Anthony Joseph’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
2024 Q2	–	Sell	-289	Closed	-$7K	–	283
2024 Q1	$7K	Hold	289	–	–	﹤0.01%	228
2023 Q4	$7K	Sell	289 -161,463	-100%	-$4.09M	﹤0.01%	234
2023 Q3	$4.1M	Sell	161,752 -186	-0.1%	-$4.7K	1.62%	20
2023 Q2	$4.09M	Buy	161,938 +92,961	+135%	+$2.34M	1.57%	20
2023 Q1	$1.74M	Buy	+68,977	New	+$1.73M	0.71%	40

Other funds holding IBDO

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Ogorek Anthony Joseph's IBDO Position: Q2 2024 in Review

Ogorek Anthony Joseph sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q2 2024, closing a stake of 289 shares — an estimated $7K sold.

Ogorek Anthony Joseph first reported a position in IBDO in Q1 2023 and held it in 5 quarters. The position peaked at $4.1M in Q3 2023. 0 funds tracked by Wall St. Rank hold IBDO as of Q2 2024.

Ogorek Anthony Joseph reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q2 2024 after selling out during the quarter.
Ogorek Anthony Joseph sold 289 iShares iBonds Dec 2023 Term Corporate ETF shares in Q2 2024, an estimated $7K.
Ogorek Anthony Joseph first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2023 and held it in 5 quarters.
Ogorek Anthony Joseph's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $4.1M in Q3 2023.
0 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2024.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2024, filed 8 Aug 2024.