SG
IBDO

Strid Group’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Strid 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
-326,765
Closed -$8.29M – 53
2023
Q3 		$8.29M Buy
326,765
+2,576
+0.8% +$65.1K 1.73% 9
2023
Q2 		$8.2M Sell
324,189
-2,602
-0.8% -$65.6K 1.68% 9
2023
Q1 		$8.23M Buy
+326,791
New +$8.21M 1.82% 8
2022
Q4 		– Hold
0
– – – 8
2022
Q3 		– Hold
0
– – – 8
2022
Q2 		– Hold
0
– – – 8
2022
Q1 		– Hold
0
– – – 9
2021
Q4 		– Hold
0
– – – 11
2021
Q3 		– Hold
0
– – – 10
2021
Q2 		– Hold
0
– – – 10
2021
Q1 		– Hold
0
– – – 16
2020
Q4 		– Hold
0
– – – 17
2020
Q3 		– Hold
0
– – – 16

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Strid Group's IBDO Position: Q4 2023 in Review

Strid Group sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 326,765 shares — an estimated $8.29M sold.

Strid Group first reported a position in IBDO in Q1 2023 and held it in 3 quarters. The position peaked at $8.29M in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Strid Group reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Strid Group sold 326,765 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $8.29M.
  • Strid Group first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2023 and held it in 3 quarters.
  • Strid Group's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $8.29M in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Strid Group's 13F filing for Q4 2023, filed 31 Jan 2024.