SFA
IBDO

Sequoia Financial Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Sequoia Financial 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
-11,458
Closed -$291K – 1248
2023
Q3 		$291K Sell
11,458
-200
-2% -$5.06K 0.01% 703
2023
Q2 		$295K Buy
11,658
+200
+2% +$5.04K 0.01% 711
2023
Q1 		$289K Sell
11,458
-50
-0.4% -$1.26K 0.01% 644
2022
Q4 		$288K Buy
+11,508
New +$287K 0.01% 600
2022
Q3 		– Sell
-11,458
Closed -$287K – 600
2022
Q2 		$287K Hold
11,458
– – 0.01% 447
2022
Q1 		$290K Buy
+11,458
New +$292K 0.01% 513

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

Sequoia Financial Advisors's IBDO Position: Q4 2023 in Review

Sequoia Financial Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 11,458 shares — an estimated $291K sold.

Sequoia Financial Advisors first reported a position in IBDO in Q1 2022 and held it in 6 quarters. The position peaked at $295K in Q2 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Sequoia Financial Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Sequoia Financial Advisors sold 11,458 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $291K.
  • Sequoia Financial Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2022 and held it in 6 quarters.
  • Sequoia Financial Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $295K in Q2 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Sequoia Financial Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.