RWM
IBDO

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

Ritholtz 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
2023
Q4 		– Sell
-41,945
Closed -$1.06M – 794
2023
Q3 		$1.06M Sell
41,945
-6,512
-13% -$165K 0.05% 261
2023
Q2 		$1.23M Sell
48,457
-11,467
-19% -$289K 0.06% 218
2023
Q1 		$1.51M Sell
59,924
-8,086
-12% -$203K 0.08% 171
2022
Q4 		$1.7M Sell
68,010
-48,764
-42% -$1.22M 0.1% 150
2022
Q3 		$2.91M Sell
116,774
-280
-0.2% -$7.02K 0.15% 86
2022
Q2 		$2.94M Sell
117,054
-2,213
-2% -$55.7K 0.19% 64
2022
Q1 		$3.02M Sell
119,267
-20,578
-15% -$524K 0.2% 53
2021
Q4 		$3.59M Sell
139,845
-35,133
-20% -$907K 0.22% 49
2021
Q3 		$4.55M Sell
174,978
-512
-0.3% -$13.3K 0.32% 32
2021
Q2 		$4.58M Buy
175,490
+1,715
+1% +$44.8K 0.33% 27
2021
Q1 		$4.54M Buy
173,775
+5,201
+3% +$136K 0.38% 25
2020
Q4 		$4.43M Buy
168,574
+5,036
+3% +$132K 0.42% 24
2020
Q3 		$4.29M Buy
163,538
+11,785
+8% +$309K 0.48% 21
2020
Q2 		$3.98M Buy
151,753
+30,697
+25% +$792K 0.51% 23
2020
Q1 		$3.03M Sell
121,056
-2,709
-2% -$68.7K 0.49% 19
2019
Q4 		$3.16M Buy
123,765
+67,330
+119% +$1.72M 0.46% 24
2019
Q3 		$1.45M Buy
56,435
+31,350
+125% +$799K 0.23% 35
2019
Q2 		$637K Buy
25,085
+4,000
+19% +$100K 0.11% 62
2019
Q1 		$527K Buy
21,085
+485
+2% +$11.9K 0.1% 72
2018
Q4 		$498K Hold
20,600
– – 0.11% 66
2018
Q3 		$501K Buy
+20,600
New +$501K 0.13% 62

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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

Ritholtz Wealth Management's IBDO Position: Q4 2023 in Review

Ritholtz Wealth Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 41,945 shares — an estimated $1.06M sold.

Ritholtz Wealth Management first reported a position in IBDO in Q3 2018 and held it in 21 quarters. The position peaked at $4.58M in Q2 2021. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Ritholtz Wealth Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Ritholtz Wealth Management sold 41,945 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $1.06M.
  • Ritholtz Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2018 and held it in 21 quarters.
  • Ritholtz Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $4.58M in Q2 2021.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Ritholtz Wealth Management's 13F filing for Q4 2023, filed 18 Jan 2024.