TFS
IBDO

Thoroughbred Financial Services’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Thoroughbred Financial Services’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
-23,590
Closed -$598K – 631
2023
Q3 		$598K Buy
23,590
+2,040
+9% +$51.6K 0.06% 297
2023
Q2 		$545K Sell
21,550
-1,670
-7% -$42.1K 0.07% 245
2023
Q1 		$584K Buy
23,220
+5,574
+32% +$140K 0.09% 228
2022
Q4 		$441K Buy
17,646
+5,406
+44% +$135K 0.07% 251
2022
Q3 		$305K Hold
12,240
– – 0.06% 271
2022
Q2 		$307K Hold
12,240
– – 0.06% 274
2022
Q1 		$309K Hold
12,240
– – 0.05% 293
2021
Q4 		$314K Hold
12,240
– – 0.07% 260
2021
Q3 		$318K Hold
12,240
– – 0.08% 234
2021
Q2 		$319K Hold
12,240
– – 0.08% 228
2021
Q1 		$319K Hold
12,240
– – 0.09% 210
2020
Q4 		$321K Hold
12,240
– – 0.1% 186
2020
Q3 		$321K Hold
12,240
– – 0.12% 165
2020
Q2 		$321K Hold
12,240
– – 0.13% 165
2020
Q1 		$306K Buy
+12,240
New +$311K 0.11% 179

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

Thoroughbred Financial Services's IBDO Position: Q4 2023 in Review

Thoroughbred Financial Services sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 23,590 shares — an estimated $598K sold.

Thoroughbred Financial Services first reported a position in IBDO in Q1 2020 and held it in 15 quarters. The position peaked at $598K in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Thoroughbred Financial Services reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Thoroughbred Financial Services sold 23,590 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $598K.
  • Thoroughbred Financial Services first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2020 and held it in 15 quarters.
  • Thoroughbred Financial Services's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $598K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Thoroughbred Financial Services's 13F filing for Q4 2023, filed 9 Feb 2024.