Thrivent Financial for Lutherans
IBDO

Thrivent Financial for Lutherans’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Thrivent Financial for Lutherans’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
-92,977
Closed -$2.36M – 2562
2023
Q3 		$2.36M Sell
92,977
-409,594
-81% -$10.4M 0.01% 1183
2023
Q2 		$12.7M Buy
502,571
+448,592
+831% +$11.3M 0.03% 567
2023
Q1 		$1.36M Sell
53,979
-1,583
-3% -$39.8K ﹤0.01% 1591
2022
Q4 		$1.39M Buy
55,562
+24,116
+77% +$602K ﹤0.01% 1518
2022
Q3 		$785K Buy
31,446
+6,761
+27% +$169K ﹤0.01% 1831
2022
Q2 		$619K Sell
24,685
-107
-0.4% -$2.69K ﹤0.01% 1995
2022
Q1 		$627K Buy
+24,792
New +$631K ﹤0.01% 2082
2021
Q4 		– Hold
0
– – – 2213
2021
Q3 		– Hold
0
– – – 2164
2021
Q2 		– Hold
0
– – – 2203
2021
Q1 		– Hold
0
– – – 2343
2020
Q4 		– Hold
0
– – – 2282

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

Thrivent Financial for Lutherans's IBDO Position: Q4 2023 in Review

Thrivent Financial for Lutherans sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 92,977 shares — an estimated $2.36M sold.

Thrivent Financial for Lutherans first reported a position in IBDO in Q1 2022 and held it in 7 quarters. The position peaked at $12.7M in Q2 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Thrivent Financial for Lutherans reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 92,977 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $2.36M.
  • Thrivent Financial for Lutherans first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2022 and held it in 7 quarters.
  • Thrivent Financial for Lutherans's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $12.7M in Q2 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Thrivent Financial for Lutherans's 13F filing for Q4 2023, filed 14 Feb 2024.