SFG
IBDO

Sowa Financial Group’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Sowa Financial Group’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
2021
Q1 		– Sell
-7,625
Closed -$200K – 236
2020
Q4 		$200K Hold
7,625
– – 0.13% 64
2020
Q3 		$200K Hold
7,625
– – 0.14% 60
2020
Q2 		$200K Hold
7,625
– – 0.15% 62
2020
Q1 		$191K Buy
+7,625
New +$193K 0.17% 55

Other funds holding IBDO

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Sowa Financial Group's IBDO Position: Q1 2021 in Review

Sowa Financial Group sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2021, closing a stake of 7,625 shares — an estimated $200K sold.

Sowa Financial Group first reported a position in IBDO in Q1 2020 and held it in 4 quarters. The position peaked at $200K in Q4 2020. 206 funds tracked by Wall St. Rank hold IBDO as of Q1 2021.

  • Sowa Financial Group reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 7,625 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2021, an estimated $200K.
  • Sowa Financial Group first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2020 and held it in 4 quarters.
  • Sowa Financial Group's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $200K in Q4 2020.
  • 206 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.