PMFA
IBDO

Plante Moran Financial Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Plante Moran Financial 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
2020
Q2 		– Sell
-250
Closed -$6K – 873
2020
Q1 		$6K Buy
+250
New +$6.34K ﹤0.01% 560

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
FFIC
First Fiduciary Investment Counsel Cleveland, Ohio $529M AUM 15.02% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Plante Moran Financial Advisors's IBDO Position: Q2 2020 in Review

Plante Moran Financial Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q2 2020, closing a stake of 250 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in IBDO in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 165 funds tracked by Wall St. Rank hold IBDO as of Q2 2020.

  • Plante Moran Financial Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q2 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 250 iShares iBonds Dec 2023 Term Corporate ETF shares in Q2 2020, an estimated $6K.
  • Plante Moran Financial Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2020 and held it in 1 quarter.
  • Plante Moran Financial Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $6K in Q1 2020.
  • 165 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.