RFC
IBDO

Regions Financial Corp’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Regions Financial Corp’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
-63,603
Closed -$1.61M – 847
2023
Q3 		$1.61M Sell
63,603
-1,889
-3% -$47.8K 0.01% 380
2023
Q2 		$1.66M Sell
65,492
-13,976
-18% -$352K 0.01% 390
2023
Q1 		$2M Sell
79,468
-98
-0.1% -$2.46K 0.02% 354
2022
Q4 		$1.99M Sell
79,566
-13,220
-14% -$330K 0.02% 339
2022
Q3 		$2.31M Sell
92,786
-6,489
-7% -$163K 0.02% 298
2022
Q2 		$2.49M Buy
99,275
+60,246
+154% +$1.52M 0.02% 299
2022
Q1 		$987K Buy
39,029
+18,045
+86% +$459K 0.01% 504
2021
Q4 		$539K Sell
20,984
-4,639
-18% -$120K ﹤0.01% 617
2021
Q3 		$666K Buy
25,623
+6,632
+35% +$173K 0.01% 565
2021
Q2 		$495K Buy
18,991
+291
+2% +$7.59K ﹤0.01% 609
2021
Q1 		$489K Buy
18,700
+1,117
+6% +$29.2K ﹤0.01% 585
2020
Q4 		$462K Sell
17,583
-4,215
-19% -$111K ﹤0.01% 575
2020
Q3 		$572K Buy
21,798
+723
+3% +$19K 0.01% 508
2020
Q2 		$553K Buy
21,075
+5,820
+38% +$150K 0.01% 509
2020
Q1 		$381K Buy
+15,255
New +$387K 0.01% 542

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

Regions Financial Corp's IBDO Position: Q4 2023 in Review

Regions Financial Corp sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 63,603 shares — an estimated $1.61M sold.

Regions Financial Corp first reported a position in IBDO in Q1 2020 and held it in 15 quarters. The position peaked at $2.49M in Q2 2022. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Regions Financial Corp reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Regions Financial Corp sold 63,603 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $1.61M.
  • Regions Financial Corp first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2020 and held it in 15 quarters.
  • Regions Financial Corp's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $2.49M in Q2 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Regions Financial Corp's 13F filing for Q4 2023, filed 6 Feb 2024.