SC
IBDO

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

Seldon 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
-8,468
Closed -$215K – 63
2023
Q3 		$215K Buy
+8,468
New +$214K 0.18% 50
2023
Q1 		– Sell
-8,468
Closed -$212K – 258
2022
Q4 		$212K Hold
8,468
– – 0.18% 42
2022
Q3 		$211K Hold
8,468
– – 0.15% 49
2022
Q2 		$212K Hold
8,468
– – 0.12% 52
2022
Q1 		$214K Hold
8,468
– – 0.13% 55
2021
Q4 		$217K Buy
+8,468
New +$219K 0.14% 58

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Seldon Capital's IBDO Position: Q4 2023 in Review

Seldon Capital sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 8,468 shares — an estimated $215K sold.

Seldon Capital first reported a position in IBDO in Q4 2021 and held it in 6 quarters. The position peaked at $217K in Q4 2021. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Seldon Capital reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Seldon Capital sold 8,468 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $215K.
  • Seldon Capital first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2021 and held it in 6 quarters.
  • Seldon Capital's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $217K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Seldon Capital's 13F filing for Q4 2023, filed 12 Feb 2024.