SWA
IBDO

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

Sax Wealth Advisors’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
-46,860
Closed -$1.19M – 196
2023
Q3 		$1.19M Sell
46,860
-4,460
-9% -$113K 0.23% 60
2023
Q2 		$1.3M Sell
51,320
-1,051
-2% -$26.5K 0.26% 55
2023
Q1 		$1.32M Buy
52,371
+24,620
+89% +$618K 0.29% 53
2022
Q4 		$695K Buy
+27,751
New +$693K 0.16% 78

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

Sax Wealth Advisors's IBDO Position: Q4 2023 in Review

Sax Wealth Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 46,860 shares — an estimated $1.19M sold.

Sax Wealth Advisors first reported a position in IBDO in Q4 2022 and held it in 4 quarters. The position peaked at $1.32M in Q1 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Sax Wealth Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Sax Wealth Advisors sold 46,860 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $1.19M.
  • Sax Wealth Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2022 and held it in 4 quarters.
  • Sax Wealth Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $1.32M in Q1 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Sax Wealth Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.