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 $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
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Praetorian Wealth Management's IBDO Position: Q4 2023 in Review

Praetorian Wealth Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 146,227 shares — an estimated $3.71M sold.

Praetorian Wealth Management first reported a position in IBDO in Q2 2020 and held it in 14 quarters. The position peaked at $4.48M in Q4 2022. 4 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Praetorian Wealth Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Praetorian Wealth Management sold 146,227 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $3.71M.
  • Praetorian Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2020 and held it in 14 quarters.
  • Praetorian Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $4.48M in Q4 2022.
  • 4 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Praetorian Wealth Management's 13F filing for Q4 2023, filed 11 Jan 2024.