Provenance Wealth Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Provenance Wealth 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	-11,083	Closed	-$281K	–	620
2023 Q3	$281K	Buy	+11,083	New	+$280K	0.05%	101

Other funds holding IBDO

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

Provenance Wealth Advisors's IBDO Position: Q4 2023 in Review

Provenance Wealth Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 11,083 shares — an estimated $281K sold.

Provenance Wealth Advisors first reported a position in IBDO in Q3 2023 and held it in 1 quarter. The position peaked at $281K in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

Provenance Wealth Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
Provenance Wealth Advisors sold 11,083 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $281K.
Provenance Wealth Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2023 and held it in 1 quarter.
Provenance Wealth Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $281K in Q3 2023.
5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Provenance Wealth Advisors's 13F filing for Q4 2023, filed 15 Aug 2025.