RW
IBDO

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

RVW Wealth’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
-595,738
Closed -$15.1M – 379
2023
Q3 		$15.1M Sell
595,738
-43,303
-7% -$1.09M 1.82% 22
2023
Q2 		$16.2M Sell
639,041
-60,476
-9% -$1.52M 1.91% 23
2023
Q1 		$17.6M Sell
699,517
-66,199
-9% -$1.66M 2.18% 20
2022
Q4 		$19.2M Sell
765,716
-80,859
-10% -$2.02M 2.44% 16
2022
Q3 		$21.1M Sell
846,575
-39,738
-4% -$996K 2.96% 9
2022
Q2 		$22.2M Sell
886,313
-41,403
-4% -$1.04M 2.98% 8
2022
Q1 		$23.5M Sell
927,716
-6,925
-0.7% -$176K 2.71% 13
2021
Q4 		$24M Sell
934,641
-55,961
-6% -$1.44M 2.68% 14
2021
Q3 		$26M Buy
990,602
+17,760
+2% +$462K 3.13% 14
2021
Q2 		$25M Buy
972,842
+30,170
+3% +$787K 3.13% 15
2021
Q1 		$25M Buy
942,672
+35,018
+4% +$917K 3.26% 11
2020
Q4 		$24M Buy
907,654
+42,027
+5% +$1.1M 3.52% 8
2020
Q3 		$22.7M Buy
865,627
+53,293
+7% +$1.4M 3.83% 4
2020
Q2 		$21.3M Buy
812,334
+56,171
+7% +$1.45M 3.89% 3
2020
Q1 		$18.9M Sell
756,163
-112,468
-13% -$2.85M 4.42% 4
2019
Q4 		$22.2M Buy
868,631
+36,088
+4% +$922K 4.86% 3
2019
Q3 		$21.3M Sell
832,543
-19,511
-2% -$497K 5.07% 4
2019
Q2 		$21.7M Buy
852,054
+53,293
+7% +$1.33M 5.16% 3
2019
Q1 		$20M Buy
+798,761
New +$19.6M 5.1% 3

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

RVW Wealth's IBDO Position: Q4 2023 in Review

RVW Wealth sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 595,738 shares — an estimated $15.1M sold.

RVW Wealth first reported a position in IBDO in Q1 2019 and held it in 19 quarters. The position peaked at $26M in Q3 2021. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • RVW Wealth reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • RVW Wealth sold 595,738 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $15.1M.
  • RVW Wealth first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2019 and held it in 19 quarters.
  • RVW Wealth's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $26M in Q3 2021.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.