SEI Investments
IBDO

SEI Investments’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

SEI Investments’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
2018
Q1 		– Sell
-121
Closed -$3K – 3717
2017
Q4 		$3K Buy
+121
New +$3.04K ﹤0.01% 3077

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SEI Investments's IBDO Position: Q1 2018 in Review

SEI Investments sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2018, closing a stake of 121 shares — an estimated $3K sold.

SEI Investments first reported a position in IBDO in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 63 funds tracked by Wall St. Rank hold IBDO as of Q1 2018.

  • SEI Investments reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q1 2018 after selling out during the quarter.
  • SEI Investments sold 121 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2018, an estimated $3K.
  • SEI Investments first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2017 and held it in 1 quarter.
  • SEI Investments's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $3K in Q4 2017.
  • 63 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2018.

Based on SEI Investments's 13F filing for Q1 2018, filed 11 May 2018.