SL
IBDO

Summitry LLC’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Summitry LLC’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
-1,225,919
Closed -$31.1M – 97
2023
Q3 		$31.1M Buy
1,225,919
+498,094
+68% +$12.6M 2.04% 23
2023
Q2 		$18.4M Buy
727,825
+11,824
+2% +$298K 1.16% 33
2023
Q1 		$18M Buy
716,001
+10,175
+1% +$256K 1.21% 33
2022
Q4 		$17.7M Sell
705,826
-8,552
-1% -$214K 1.3% 33
2022
Q3 		$17.8M Buy
+714,378
New +$17.9M 1.35% 32

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 $1.01B AUM 14.39% 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