TF
IBDO

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

TimeScale Financial’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
2020
Q3 		– Sell
-614
Closed -$16K – 518
2020
Q2 		$16K Hold
614
– – ﹤0.01% 256
2020
Q1 		$15K Hold
614
– – ﹤0.01% 243
2019
Q4 		$15K Hold
614
– – ﹤0.01% 320
2019
Q3 		$16K Hold
614
– – 0.01% 312
2019
Q2 		$16K Buy
+614
New +$15.4K 0.01% 322

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TimeScale Financial's IBDO Position: Q3 2020 in Review

TimeScale Financial sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q3 2020, closing a stake of 614 shares — an estimated $16K sold.

TimeScale Financial first reported a position in IBDO in Q2 2019 and held it in 5 quarters. The position peaked at $16K in Q2 2020. 174 funds tracked by Wall St. Rank hold IBDO as of Q3 2020.

  • TimeScale Financial reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q3 2020 after selling out during the quarter.
  • TimeScale Financial sold 614 iShares iBonds Dec 2023 Term Corporate ETF shares in Q3 2020, an estimated $16K.
  • TimeScale Financial first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2019 and held it in 5 quarters.
  • TimeScale Financial's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $16K in Q2 2020.
  • 174 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2020.

Based on TimeScale Financial's 13F filing for Q3 2020, filed 7 Oct 2020.