PWM
IBDO

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

PRW 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
2021
Q3 		– Sell
-9,713
Closed -$253K – 306
2021
Q2 		$253K Buy
+9,713
New +$254K 0.07% 230

Other funds holding IBDO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

PRW Wealth Management's IBDO Position: Q3 2021 in Review

PRW Wealth Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q3 2021, closing a stake of 9,713 shares — an estimated $253K sold.

PRW Wealth Management first reported a position in IBDO in Q2 2021 and held it in 1 quarter. The position peaked at $253K in Q2 2021. 200 funds tracked by Wall St. Rank hold IBDO as of Q3 2021.

  • PRW Wealth Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 9,713 iShares iBonds Dec 2023 Term Corporate ETF shares in Q3 2021, an estimated $253K.
  • PRW Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $253K in Q2 2021.
  • 200 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.