SC
IBDO

Savant Capital’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Savant Capital’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
-204,282
Closed -$5.18M – 878
2023
Q3 		$5.18M Sell
204,282
-8,005
-4% -$202K 0.08% 164
2023
Q2 		$5.37M Sell
212,287
-1,688
-0.8% -$42.6K 0.08% 155
2023
Q1 		$5.39M Buy
213,975
+15,996
+8% +$402K 0.1% 136
2022
Q4 		$40.3K Buy
+197,979
New +$4.94M ﹤0.01% 581

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Savant Capital's IBDO Position: Q4 2023 in Review

Savant Capital sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 204,282 shares — an estimated $5.18M sold.

Savant Capital first reported a position in IBDO in Q4 2022 and held it in 4 quarters. The position peaked at $5.39M in Q1 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Savant Capital reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Savant Capital sold 204,282 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $5.18M.
  • Savant Capital first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2022 and held it in 4 quarters.
  • Savant Capital's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $5.39M in Q1 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Savant Capital's 13F filing for Q4 2023, filed 5 Feb 2024.