TCM
IBDO

TD Capital Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

TD Capital Management’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
-2,154
Closed -$54.6K – 437
2023
Q3 		$54.6K Buy
2,154
+22
+1% +$556 0.01% 165
2023
Q2 		$53.9K Buy
2,132
+19
+0.9% +$479 0.01% 170
2023
Q1 		$53.2K Buy
2,113
+9
+0.4% +$226 0.01% 166
2022
Q4 		$52.7K Buy
2,104
+16
+0.8% +$399 0.01% 161
2022
Q3 		$52K Buy
+2,088
New +$52.3K 0.01% 158
2022
Q1 		– Sell
-2,065
Closed -$53K – 370
2021
Q4 		$53K Buy
2,065
+16
+0.8% +$413 0.01% 158
2021
Q3 		$53K Buy
2,049
+9
+0.4% +$234 0.01% 151
2021
Q2 		$53K Buy
2,040
+9
+0.4% +$235 0.01% 147
2021
Q1 		$53K Buy
2,031
+7
+0.3% +$183 0.01% 137
2020
Q4 		$53K Buy
2,024
+15
+0.7% +$393 0.01% 121
2020
Q3 		$53K Buy
2,009
+12
+0.6% +$315 0.01% 112
2020
Q2 		$52K Buy
1,997
+14
+0.7% +$361 0.01% 104
2020
Q1 		$50K Buy
1,983
+9
+0.5% +$228 0.01% 98
2019
Q4 		$50K Buy
1,974
+19
+1% +$485 0.01% 110
2019
Q3 		$50K Buy
+1,955
New +$49.8K 0.01% 106

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

TD Capital Management's IBDO Position: Q4 2023 in Review

TD Capital Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 2,154 shares — an estimated $54.6K sold.

TD Capital Management first reported a position in IBDO in Q3 2019 and held it in 15 quarters. The position peaked at $54.6K in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • TD Capital Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • TD Capital Management sold 2,154 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $54.6K.
  • TD Capital Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2019 and held it in 15 quarters.
  • TD Capital Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $54.6K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on TD Capital Management's 13F filing for Q4 2023, filed 12 Feb 2024.