SL
IBDO

Sentinus LLC’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Sentinus LLC’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
Q2 		$466K Buy
18,445
+9,104
+97% +$229K 0.15% 117
2023
Q1 		$235K Buy
+9,341
New +$235K 0.08% 166

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sentinus LLC's IBDO Position: Q2 2023 in Review

Sentinus LLC increased its iShares iBonds Dec 2023 Term Corporate ETF (IBDO) stake by 97% in Q2 2023, buying an estimated $229K and bringing the position to 18,445 shares worth $466K. The position accounts for 0.15% of the portfolio, ranked #117.

Sentinus LLC first reported a position in IBDO in Q1 2023 and has held it in 2 quarters since. 297 funds tracked by Wall St. Rank hold IBDO as of Q2 2023.

  • Sentinus LLC held 18,445 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $466K as of Q2 2023.
  • Sentinus LLC bought 9,104 iShares iBonds Dec 2023 Term Corporate ETF shares in Q2 2023, an estimated $229K.
  • iShares iBonds Dec 2023 Term Corporate ETF made up 0.15% of Sentinus LLC's portfolio in Q2 2023, its #117 holding.
  • Sentinus LLC first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2023 and has held it in 2 quarters since.
  • 297 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2023.

Based on Sentinus LLC's 13F filing for Q2 2023, filed 14 Aug 2023.