SWPG
IBDO

Strategic Wealth Partners Group’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Strategic Wealth Partners Group’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
-11,288
Closed -$286K – 69
2023
Q3 		$286K Sell
11,288
-1,253
-10% -$31.7K 0.04% 56
2023
Q2 		$317K Hold
12,541
– – 0.05% 56
2023
Q1 		$316K Hold
12,541
– – 0.05% 51
2022
Q4 		$313K Hold
12,541
– – 0.07% 43
2022
Q3 		$313K Sell
12,541
-1,223
-9% -$30.6K 0.07% 42
2022
Q2 		$346K Sell
13,764
-2,277
-14% -$57.3K 0.08% 40
2022
Q1 		$405K Buy
16,041
+1,857
+13% +$47.3K 0.08% 41
2021
Q4 		$364K Hold
14,184
– – 0.06% 50
2021
Q3 		$369K Buy
+14,184
New +$369K 0.07% 47
2021
Q1 		$349K Buy
13,340
+190
+1% +$4.97K 0.07% 50
2020
Q4 		$345K Sell
13,150
-1,214
-8% -$31.8K 0.07% 48
2020
Q3 		$377K Buy
14,364
+5,061
+54% +$133K 0.09% 43
2020
Q2 		$244K Hold
9,303
– – 0.06% 56
2020
Q1 		$233K Buy
+9,303
New +$236K 0.07% 51

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 Wealth Partners Group's IBDO Position: Q4 2023 in Review

Strategic Wealth Partners Group sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 11,288 shares — an estimated $286K sold.

Strategic Wealth Partners Group first reported a position in IBDO in Q1 2020 and held it in 14 quarters. The position peaked at $405K in Q1 2022. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Strategic Wealth Partners Group reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Strategic Wealth Partners Group sold 11,288 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $286K.
  • Strategic Wealth Partners Group first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2020 and held it in 14 quarters.
  • Strategic Wealth Partners Group's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $405K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Strategic Wealth Partners Group's 13F filing for Q4 2023, filed 13 Feb 2024.