SAG
IBDO

SageView Advisory Group’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

SageView Advisory Group’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
-32,522
Closed -$825K – 710
2023
Q3 		$825K Sell
32,522
-131
-0.4% -$3.31K 0.05% 239
2023
Q2 		$826K Sell
32,653
-95
-0.3% -$2.4K 0.05% 257
2023
Q1 		$825K Buy
32,748
+676
+2% +$17K 0.05% 237
2022
Q4 		$803K Buy
+32,072
New +$801K 0.07% 180

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

SageView Advisory Group's IBDO Position: Q4 2023 in Review

SageView Advisory Group sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 32,522 shares — an estimated $825K sold.

SageView Advisory Group first reported a position in IBDO in Q4 2022 and held it in 4 quarters. The position peaked at $826K in Q2 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • SageView Advisory Group reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • SageView Advisory Group sold 32,522 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $825K.
  • SageView Advisory Group first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2022 and held it in 4 quarters.
  • SageView Advisory Group's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $826K in Q2 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on SageView Advisory Group's 13F filing for Q4 2023, filed 9 Feb 2024.