RWPA
IBDO

Richard W. Paul & Associates’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Richard W. Paul & Associates’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
Q3 		– Sell
-5
Closed -$129 – 568
2023
Q2 		$129 Sell
5
-6
-55% -$151 ﹤0.01% 525
2023
Q1 		$278 Buy
+11
New +$276 ﹤0.01% 520

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Richard W. Paul & Associates's IBDO Position: Q3 2023 in Review

Richard W. Paul & Associates sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q3 2023, closing a stake of 5 shares — an estimated $129 sold.

Richard W. Paul & Associates first reported a position in IBDO in Q1 2023 and held it in 2 quarters. The position peaked at $278 in Q1 2023. 286 funds tracked by Wall St. Rank hold IBDO as of Q3 2023.

  • Richard W. Paul & Associates reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q3 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 5 iShares iBonds Dec 2023 Term Corporate ETF shares in Q3 2023, an estimated $129.
  • Richard W. Paul & Associates first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2023 and held it in 2 quarters.
  • Richard W. Paul & Associates's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $278 in Q1 2023.
  • 286 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2023.

Based on Richard W. Paul & Associates's 13F filing for Q3 2023, filed 12 Oct 2023.