RA
IBDO

Ruggaard & Associates’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Ruggaard & 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
Q4 		– Sell
-474,954
Closed -$12M – 117
2023
Q3 		$12M Sell
474,954
-1,391
-0.3% -$35.2K 7.17% 3
2023
Q2 		$12M Buy
476,345
+9,972
+2% +$251K 7.05% 3
2023
Q1 		$11.7M Buy
+466,373
New +$11.7M 7.25% 1

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

Ruggaard & Associates's IBDO Position: Q4 2023 in Review

Ruggaard & Associates sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 474,954 shares — an estimated $12M sold.

Ruggaard & Associates first reported a position in IBDO in Q1 2023 and held it in 3 quarters. The position peaked at $12M in Q2 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Ruggaard & Associates reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Ruggaard & Associates sold 474,954 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $12M.
  • Ruggaard & Associates first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2023 and held it in 3 quarters.
  • Ruggaard & Associates's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $12M in Q2 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Ruggaard & Associates's 13F filing for Q4 2023, filed 15 Feb 2024.