PWM
IBDO

Praetorian Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Praetorian Wealth 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
-146,227
Closed -$3.71M – 61
2023
Q3 		$3.71M Sell
146,227
-11,443
-7% -$289K 1.18% 26
2023
Q2 		$3.99M Sell
157,670
-9,042
-5% -$228K 1.23% 25
2023
Q1 		$4.2M Sell
166,712
-12,293
-7% -$309K 1.37% 26
2022
Q4 		$4.48M Buy
179,005
+7,256
+4% +$181K 1.61% 20
2022
Q3 		$4.29M Buy
171,749
+453
+0.3% +$11.4K 1.61% 20
2022
Q2 		$4.3M Buy
171,296
+5,464
+3% +$137K 1.58% 21
2022
Q1 		$4.19M Buy
165,832
+6,098
+4% +$155K 1.43% 21
2021
Q4 		$4.1M Buy
159,734
+8,983
+6% +$232K 1.33% 24
2021
Q3 		$3.92M Buy
150,751
+4,856
+3% +$126K 1.33% 23
2021
Q2 		$3.8M Buy
145,895
+10,963
+8% +$286K 1.27% 22
2021
Q1 		$3.53M Buy
134,932
+10,292
+8% +$269K 1.24% 22
2020
Q4 		$3.27M Buy
124,640
+14,354
+13% +$377K 1.25% 21
2020
Q3 		$2.89M Buy
110,286
+8,569
+8% +$225K 1.28% 20
2020
Q2 		$2.67M Buy
+101,717
New +$2.62M 1.31% 20

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.01B AUM 14.39% 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