Sowell Financial Services’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Sowell Financial Services’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 Q1	–	Sell	-12,249	Closed	-$307K	–	851
2022 Q4	$307K	Buy	+12,249	New	+$306K	0.02%	483
2021 Q2	–	Sell	-4,588	Closed	-$120K	–	2946
2021 Q1	$120K	Buy	4,588 +3,709	+422%	+$97.1K	﹤0.01%	1287
2020 Q4	$23K	Hold	879	–	–	﹤0.01%	1689
2020 Q3	$23K	Hold	879	–	–	﹤0.01%	1510
2020 Q2	$23K	Sell	879 -5	-0.6%	-$129	﹤0.01%	1421
2020 Q1	$22K	Hold	884	–	–	﹤0.01%	1366
2019 Q4	$23K	Sell	884 -862	-49%	-$22K	﹤0.01%	1393
2019 Q3	$45K	Buy	+1,746	New	+$44.5K	﹤0.01%	1033
2017 Q3	–	Sell	-30,605	Closed	-$774K	–	287
2017 Q2	$774K	Buy	30,605 +3,065	+11%	+$77.1K	0.22%	100
2017 Q1	$695K	Sell	27,540 -4,594	-14%	-$114K	0.21%	113
2016 Q4	$795K	Buy	+32,134	New	+$805K	0.27%	91

Other funds holding IBDO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Sowell Financial Services's IBDO Position: Q1 2023 in Review

Sowell Financial Services sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2023, closing a stake of 12,249 shares — an estimated $307K sold.

Sowell Financial Services first reported a position in IBDO in Q4 2016 and held it in 11 quarters. The position peaked at $795K in Q4 2016. 294 funds tracked by Wall St. Rank hold IBDO as of Q1 2023.

Sowell Financial Services reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
Sowell Financial Services sold 12,249 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2023, an estimated $307K.
Sowell Financial Services first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2016 and held it in 11 quarters.
Sowell Financial Services's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $795K in Q4 2016.
294 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2023.

Based on Sowell Financial Services's 13F filing for Q1 2023, filed 12 May 2023.