SPIA
IBDO

Steward Partners Investment Advisory’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Steward Partners Investment Advisory’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
-8,229
Closed -$209K – 3609
2023
Q3 		$209K Sell
8,229
-411
-5% -$10.4K ﹤0.01% 1263
2023
Q2 		$219K Sell
8,640
-12,046
-58% -$304K ﹤0.01% 1243
2023
Q1 		$521K Sell
20,686
-13,293
-39% -$334K 0.01% 906
2022
Q4 		$850K Sell
33,979
-813
-2% -$20.3K 0.01% 726
2022
Q3 		$868K Sell
34,792
-446
-1% -$11.2K 0.02% 668
2022
Q2 		$884K Sell
35,238
-10,965
-24% -$276K 0.02% 673
2022
Q1 		$1.17M Buy
46,203
+23,341
+102% +$594K 0.02% 645
2021
Q4 		$587K Buy
22,862
+534
+2% +$13.8K 0.01% 890
2021
Q3 		$581K Sell
22,328
-2,379
-10% -$61.9K 0.01% 857
2021
Q2 		$644K Buy
24,707
+3,594
+17% +$93.8K 0.01% 841
2021
Q1 		$552K Buy
21,113
+8,368
+66% +$219K 0.01% 854
2020
Q4 		$335K Hold
12,745
– – 0.01% 875
2020
Q3 		$334K Buy
12,745
+3,809
+43% +$100K 0.01% 783
2020
Q2 		$234K Hold
8,936
– – 0.01% 833
2020
Q1 		$223K Hold
8,936
– – 0.01% 760
2019
Q4 		$228K Sell
8,936
-40
-0.4% -$1.02K 0.01% 846
2019
Q3 		$229K Buy
8,976
+3,289
+58% +$83.8K 0.01% 807
2019
Q2 		$144K Buy
+5,687
New +$142K 0.01% 918
2018
Q4 		– Sell
-10,063
Closed -$245K – 2295
2018
Q3 		$245K Hold
10,063
– – 0.01% 675
2018
Q2 		$244K Buy
+10,063
New +$245K 0.01% 614

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

Steward Partners Investment Advisory's IBDO Position: Q4 2023 in Review

Steward Partners Investment Advisory sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 8,229 shares — an estimated $209K sold.

Steward Partners Investment Advisory first reported a position in IBDO in Q2 2018 and held it in 20 quarters. The position peaked at $1.17M in Q1 2022. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Steward Partners Investment Advisory reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 8,229 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $209K.
  • Steward Partners Investment Advisory first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2018 and held it in 20 quarters.
  • Steward Partners Investment Advisory's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $1.17M in Q1 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.