PWC
IBDO

PYA Waltman Capital’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

PYA Waltman Capital’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
Q1 		– Sell
-2,880
Closed -$76K – 55
2020
Q4 		$76K Buy
+2,880
New +$75.5K 0.05% 44

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

PYA Waltman Capital's IBDO Position: Q1 2021 in Review

PYA Waltman Capital sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2021, closing a stake of 2,880 shares — an estimated $76K sold.

PYA Waltman Capital first reported a position in IBDO in Q4 2020 and held it in 1 quarter. The position peaked at $76K in Q4 2020. 206 funds tracked by Wall St. Rank hold IBDO as of Q1 2021.

  • PYA Waltman Capital reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q1 2021 after selling out during the quarter.
  • PYA Waltman Capital sold 2,880 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2021, an estimated $76K.
  • PYA Waltman Capital first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2020 and held it in 1 quarter.
  • PYA Waltman Capital's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $76K in Q4 2020.
  • 206 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2021.

Based on PYA Waltman Capital's 13F filing for Q1 2021, filed 10 May 2021.