PCIA
IBDO

Prime Capital Investment Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Prime Capital Investment 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
2023
Q4 		– Sell
-34,708
Closed -$880K – 994
2023
Q3 		$880K Buy
34,708
+22,153
+176% +$560K 0.02% 366
2023
Q2 		$318K Buy
+12,555
New +$316K 0.01% 584
2021
Q4 		– Sell
-17,663
Closed -$459K – 372
2021
Q3 		$459K Sell
17,663
-5,217
-23% -$136K 0.03% 224
2021
Q2 		$597K Buy
+22,880
New +$597K 0.03% 231

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

Prime Capital Investment Advisors's IBDO Position: Q4 2023 in Review

Prime Capital Investment Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 34,708 shares — an estimated $880K sold.

Prime Capital Investment Advisors first reported a position in IBDO in Q2 2021 and held it in 4 quarters. The position peaked at $880K in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Prime Capital Investment Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 34,708 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $880K.
  • Prime Capital Investment Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2021 and held it in 4 quarters.
  • Prime Capital Investment Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $880K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.