SHCM
IBDO

Stokes & Hubbell Capital Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Stokes & Hubbell Capital Management’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
2019
Q1 		$265K Buy
+10,600
New +$261K 0.06% 119

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Stokes & Hubbell Capital Management's IBDO Position: Q1 2019 in Review

Stokes & Hubbell Capital Management opened a new position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2019: 10,600 shares worth $265K. The stake represents 0.06% of the portfolio and ranks #119 among its holdings.

112 funds tracked by Wall St. Rank hold IBDO as of Q1 2019.

  • Stokes & Hubbell Capital Management held 10,600 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $265K as of Q1 2019.
  • iShares iBonds Dec 2023 Term Corporate ETF was a new Stokes & Hubbell Capital Management position in Q1 2019.
  • iShares iBonds Dec 2023 Term Corporate ETF made up 0.06% of Stokes & Hubbell Capital Management's portfolio in Q1 2019, its #119 holding.
  • 112 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2019.

Based on Stokes & Hubbell Capital Management's 13F filing for Q1 2019, filed 24 Apr 2019.