OC
IBDO

Oppenheimer & Co’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Oppenheimer & Co’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
Q1 		– Sell
-49,426
Closed -$1.24M – 1466
2022
Q4 		$1.24M Buy
+49,426
New +$1.23M 0.03% 590

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Oppenheimer & Co's IBDO Position: Q1 2023 in Review

Oppenheimer & Co sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2023, closing a stake of 49,426 shares — an estimated $1.24M sold.

Oppenheimer & Co first reported a position in IBDO in Q4 2022 and held it in 1 quarter. The position peaked at $1.24M in Q4 2022. 294 funds tracked by Wall St. Rank hold IBDO as of Q1 2023.

  • Oppenheimer & Co reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
  • Oppenheimer & Co sold 49,426 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2023, an estimated $1.24M.
  • Oppenheimer & Co first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2022 and held it in 1 quarter.
  • Oppenheimer & Co's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $1.24M in Q4 2022.
  • 294 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2023.

Based on Oppenheimer & Co's 13F filing for Q1 2023, filed 10 May 2023.