RFN
IBDO

Redwood Financial Network’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Redwood Financial Network’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
-37,446
Closed -$950K – 145
2023
Q3 		$950K Sell
37,446
-4,753
-11% -$120K 1.01% 30
2023
Q2 		$1.07M Sell
42,199
-1,494
-3% -$37.7K 1% 24
2023
Q1 		$1.1M Sell
43,693
-1,679
-4% -$42.2K 1.12% 21
2022
Q4 		$1.14M Sell
45,372
-15,437
-25% -$385K 1.29% 19
2022
Q3 		$1.52M Sell
60,809
-27
-0% -$677 1.73% 12
2022
Q2 		$1.53M Buy
60,836
+144
+0.2% +$3.62K 1.66% 11
2022
Q1 		$1.53M Buy
+60,692
New +$1.54M 1.42% 11

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

Redwood Financial Network's IBDO Position: Q4 2023 in Review

Redwood Financial Network sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 37,446 shares — an estimated $950K sold.

Redwood Financial Network first reported a position in IBDO in Q1 2022 and held it in 7 quarters. The position peaked at $1.53M in Q1 2022. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Redwood Financial Network reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Redwood Financial Network sold 37,446 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $950K.
  • Redwood Financial Network first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2022 and held it in 7 quarters.
  • Redwood Financial Network's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $1.53M in Q1 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Redwood Financial Network's 13F filing for Q4 2023, filed 14 Feb 2024.