SC
IBDO

Stephens Consulting’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Stephens Consulting’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
-189
Closed -$4.79K – 509
2023
Q3 		$4.79K Hold
189
– – ﹤0.01% 379
2023
Q2 		$4.78K Hold
189
– – ﹤0.01% 377
2023
Q1 		$4.76K Hold
189
– – ﹤0.01% 394
2022
Q4 		$4.73K Hold
189
– – ﹤0.01% 375
2022
Q3 		$4.72K Hold
189
– – ﹤0.01% 415
2022
Q2 		$4.74K Hold
189
– – ﹤0.01% 406
2022
Q1 		$4.78K Hold
189
– – ﹤0.01% 436
2021
Q4 		$4.85K Buy
+189
New +$4.88K ﹤0.01% 486

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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

Stephens Consulting's IBDO Position: Q4 2023 in Review

Stephens Consulting sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 189 shares — an estimated $4.79K sold.

Stephens Consulting first reported a position in IBDO in Q4 2021 and held it in 8 quarters. The position peaked at $4.85K in Q4 2021. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Stephens Consulting reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Stephens Consulting sold 189 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $4.79K.
  • Stephens Consulting first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2021 and held it in 8 quarters.
  • Stephens Consulting's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $4.85K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Stephens Consulting's 13F filing for Q4 2023, filed 1 Feb 2024.