SS
IBDO

Sunbelt Securities’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Sunbelt Securities’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
-14,567
Closed -$369K – 1808
2023
Q3 		$369K Sell
14,567
-1,200
-8% -$30.3K 0.05% 354
2023
Q2 		$399K Sell
15,767
-601
-4% -$15.2K 0.06% 326
2023
Q1 		$412K Sell
16,368
-500
-3% -$12.6K 0.07% 289
2022
Q4 		$422K Sell
16,868
-100
-0.6% -$2.5K 0.08% 279
2022
Q3 		$423K Buy
16,968
+715
+4% +$17.9K 0.09% 266
2022
Q2 		$408K Sell
16,253
-2,939
-15% -$73.9K 0.09% 280
2022
Q1 		$485K Buy
19,192
+750
+4% +$19.1K 0.09% 258
2021
Q4 		$470K Buy
+18,442
New +$476K 0.08% 282

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

Sunbelt Securities's IBDO Position: Q4 2023 in Review

Sunbelt Securities sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 14,567 shares — an estimated $369K sold.

Sunbelt Securities first reported a position in IBDO in Q4 2021 and held it in 8 quarters. The position peaked at $485K in Q1 2022. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Sunbelt Securities reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Sunbelt Securities sold 14,567 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $369K.
  • Sunbelt Securities first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2021 and held it in 8 quarters.
  • Sunbelt Securities's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $485K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Sunbelt Securities's 13F filing for Q4 2023, filed 15 Feb 2024.