PFM
IBDO

Phillips Financial Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Phillips Financial Management’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
-44,398
Closed -$1.13M – 261
2023
Q3 		$1.13M Buy
44,398
+7
+0% +$177 0.11% 92
2023
Q2 		$1.12M Buy
44,391
+5,959
+16% +$150K 0.1% 95
2023
Q1 		$968K Buy
+38,432
New +$965K 0.09% 99

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

Phillips Financial Management's IBDO Position: Q4 2023 in Review

Phillips Financial Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 44,398 shares — an estimated $1.13M sold.

Phillips Financial Management first reported a position in IBDO in Q1 2023 and held it in 3 quarters. The position peaked at $1.13M in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Phillips Financial Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Phillips Financial Management sold 44,398 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $1.13M.
  • Phillips Financial Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2023 and held it in 3 quarters.
  • Phillips Financial Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $1.13M in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Phillips Financial Management's 13F filing for Q4 2023, filed 25 Jan 2024.