SB
IBDO

Strategic Blueprint’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Strategic Blueprint’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
-880,675
Closed -$22.3M – 592
2023
Q3 		$22.3M Sell
880,675
-12,448
-1% -$315K 2.06% 5
2023
Q2 		$22.6M Buy
893,123
+196,908
+28% +$4.96M 2.15% 5
2023
Q1 		$17.5M Buy
696,215
+261,617
+60% +$6.57M 1.81% 6
2022
Q4 		$10.9M Buy
434,598
+144,036
+50% +$3.6M 1.26% 12
2022
Q3 		$7.25M Buy
290,562
+42,723
+17% +$1.07M 0.87% 19
2022
Q2 		$6.22M Buy
+247,839
New +$6.23M 0.77% 20
2021
Q3 		– Sell
-362
Closed -$9K – 1394
2021
Q2 		$9K Buy
+362
New +$9.45K ﹤0.01% 992

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

Strategic Blueprint's IBDO Position: Q4 2023 in Review

Strategic Blueprint sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 880,675 shares — an estimated $22.3M sold.

Strategic Blueprint first reported a position in IBDO in Q2 2021 and held it in 7 quarters. The position peaked at $22.6M in Q2 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Strategic Blueprint reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Strategic Blueprint sold 880,675 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $22.3M.
  • Strategic Blueprint first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2021 and held it in 7 quarters.
  • Strategic Blueprint's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $22.6M in Q2 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Strategic Blueprint's 13F filing for Q4 2023, filed 25 Jan 2024.