SCA
IBDO

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

Snowden Capital 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
Q3 		– Hold
0
– – – 683
2023
Q2 		– Hold
0
– – – 892
2022
Q4 		– Sell
-135,484
Closed -$3.38M – 174
2022
Q3 		$3.38M Buy
135,484
+2,829
+2% +$70.9K 0.15% 173
2022
Q2 		$3.33M Buy
+132,655
New +$3.34M 0.15% 183

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Snowden Capital Advisors's IBDO Position: Q3 2023 in Review

Snowden Capital Advisors held its iShares iBonds Dec 2023 Term Corporate ETF (IBDO) position steady in Q3 2023 at 0 shares worth $469K. The position accounts for 0.02% of the portfolio, ranked #683.

Snowden Capital Advisors first reported a position in IBDO in Q2 2022 and has held it in 2 quarters since. The position peaked at $3.38M in Q3 2022. 287 funds tracked by Wall St. Rank hold IBDO as of Q3 2023.

  • Snowden Capital Advisors held 0 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $469K as of Q3 2023.
  • Snowden Capital Advisors left its iShares iBonds Dec 2023 Term Corporate ETF share count unchanged in Q3 2023.
  • iShares iBonds Dec 2023 Term Corporate ETF made up 0.02% of Snowden Capital Advisors's portfolio in Q3 2023, its #683 holding.
  • Snowden Capital Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2022 and has held it in 2 quarters since.
  • Snowden Capital Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $3.38M in Q3 2022.
  • 287 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2023.

Based on Snowden Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.