SS
IBDO

Simplicity Solutions’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Simplicity Solutions’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
-24,878
Closed -$631K – 1116
2023
Q3 		$631K Sell
24,878
-7,253
-23% -$183K 0.02% 541
2023
Q2 		$813K Buy
32,131
+18,494
+136% +$466K 0.02% 520
2023
Q1 		$344K Buy
+13,637
New +$342K 0.01% 802

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

Simplicity Solutions's IBDO Position: Q4 2023 in Review

Simplicity Solutions sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 24,878 shares — an estimated $631K sold.

Simplicity Solutions first reported a position in IBDO in Q1 2023 and held it in 3 quarters. The position peaked at $813K in Q2 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Simplicity Solutions reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Simplicity Solutions sold 24,878 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $631K.
  • Simplicity Solutions first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2023 and held it in 3 quarters.
  • Simplicity Solutions's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $813K in Q2 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.