OIA
IBDO

Optimum Investment Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Optimum Investment Advisors’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
-455
Closed -$11.5K – 737
2023
Q3 		$11.5K Hold
455
– – 0.01% 529
2023
Q2 		$11.5K Hold
455
– – 0.01% 540
2023
Q1 		$11.5K Hold
455
– – 0.01% 549
2022
Q4 		$11.4K Hold
455
– – 0.01% 557
2022
Q3 		$11K Hold
455
– – 0.01% 584
2022
Q2 		$11K Hold
455
– – 0.01% 597
2022
Q1 		$12K Hold
455
– – 0.01% 632
2021
Q4 		$12K Hold
455
– – ﹤0.01% 667
2021
Q3 		$12K Hold
455
– – 0.01% 667
2021
Q2 		$12K Hold
455
– – ﹤0.01% 732
2021
Q1 		$12K Hold
455
– – ﹤0.01% 746
2020
Q4 		$12K Hold
455
– – ﹤0.01% 711
2020
Q3 		$12K Hold
455
– – ﹤0.01% 682
2020
Q2 		$12K Hold
455
– – ﹤0.01% 679
2020
Q1 		$11K Buy
+455
New +$11.5K ﹤0.01% 674

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

Optimum Investment Advisors's IBDO Position: Q4 2023 in Review

Optimum Investment Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 455 shares — an estimated $11.5K sold.

Optimum Investment Advisors first reported a position in IBDO in Q1 2020 and held it in 15 quarters. The position peaked at $12K in Q1 2022. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Optimum Investment Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 455 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $11.5K.
  • Optimum Investment Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2020 and held it in 15 quarters.
  • Optimum Investment Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $12K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.