SFA
IBDO

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

Source 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
Q3 		– Sell
-22,077
Closed -$558K – 137
2023
Q2 		$558K Buy
22,077
+180
+0.8% +$4.54K 0.18% 73
2023
Q1 		$552K Sell
21,897
-7,435
-25% -$187K 0.18% 72
2022
Q4 		$734K Buy
29,332
+26
+0.1% +$649 0.28% 63
2022
Q3 		$731K Buy
+29,306
New +$734K 0.29% 61

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 $2.83B AUM 17.32% 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

Source Financial Advisors's IBDO Position: Q3 2023 in Review

Source Financial Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q3 2023, closing a stake of 22,077 shares — an estimated $558K sold.

Source Financial Advisors first reported a position in IBDO in Q3 2022 and held it in 4 quarters. The position peaked at $734K in Q4 2022. 287 funds tracked by Wall St. Rank hold IBDO as of Q3 2023.

  • Source Financial Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q3 2023 after selling out during the quarter.
  • Source Financial Advisors sold 22,077 iShares iBonds Dec 2023 Term Corporate ETF shares in Q3 2023, an estimated $558K.
  • Source Financial Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2022 and held it in 4 quarters.
  • Source Financial Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $734K in Q4 2022.
  • 287 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2023.

Based on Source Financial Advisors's 13F filing for Q3 2023, filed 26 Oct 2023.