PIMG
IBDO

Patriot Investment Management Group’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Patriot Investment Management 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
Q4 		– Sell
-11,355
Closed -$288K – 240
2023
Q3 		$288K Sell
11,355
-1,984
-15% -$50.2K 0.03% 204
2023
Q2 		$337K Buy
13,339
+5
+0% +$126 0.03% 196
2023
Q1 		$336K Buy
13,334
+441
+3% +$11.1K 0.03% 191
2022
Q4 		$324K Buy
12,893
+5
+0% +$125 0.03% 200
2022
Q3 		$321K Buy
+12,888
New +$323K 0.03% 191
2020
Q3 		– Sell
-800
Closed -$21K – 679
2020
Q2 		$21K Buy
+800
New +$20.6K ﹤0.01% 417

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

Patriot Investment Management Group's IBDO Position: Q4 2023 in Review

Patriot Investment Management Group sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 11,355 shares — an estimated $288K sold.

Patriot Investment Management Group first reported a position in IBDO in Q2 2020 and held it in 6 quarters. The position peaked at $337K in Q2 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Patriot Investment Management Group reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 11,355 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $288K.
  • Patriot Investment Management Group first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2020 and held it in 6 quarters.
  • Patriot Investment Management Group's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $337K in Q2 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Patriot Investment Management Group's 13F filing for Q4 2023, filed 17 Jan 2024.