Truist Financial
IBDO

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

Truist 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
2023
Q4 		– Sell
-525,876
Closed -$13.3M – 2743
2023
Q3 		$13.3M Sell
525,876
-34,778
-6% -$879K 0.02% 500
2023
Q2 		$14.2M Buy
560,654
+61,788
+12% +$1.56M 0.02% 476
2023
Q1 		$12.6M Buy
498,866
+16,298
+3% +$409K 0.02% 516
2022
Q4 		$12.1M Buy
482,568
+419,956
+671% +$10.5M 0.02% 506
2022
Q3 		$1.56M Buy
62,612
+2,649
+4% +$66.4K ﹤0.01% 1304
2022
Q2 		$1.5M Sell
59,963
-969
-2% -$24.4K ﹤0.01% 1367
2022
Q1 		$1.54M Sell
60,932
-10,713
-15% -$273K ﹤0.01% 1412
2021
Q4 		$1.84M Buy
71,645
+2,797
+4% +$72.2K ﹤0.01% 1336
2021
Q3 		$1.79M Buy
68,848
+6,810
+11% +$177K ﹤0.01% 1328
2021
Q2 		$1.62M Buy
62,038
+1,023
+2% +$26.7K ﹤0.01% 1400
2021
Q1 		$1.59M Sell
61,015
-16,975
-22% -$444K ﹤0.01% 1348
2020
Q4 		$2.05M Buy
77,990
+141
+0.2% +$3.7K ﹤0.01% 1162
2020
Q3 		$2.04M Buy
77,849
+5,273
+7% +$138K ﹤0.01% 1061
2020
Q2 		$1.9M Buy
72,576
+168
+0.2% +$4.33K ﹤0.01% 1052
2020
Q1 		$1.81M Buy
72,408
+924
+1% +$23.4K ﹤0.01% 1014
2019
Q4 		$1.83M Buy
+71,484
New +$1.83M ﹤0.01% 1170

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

Truist Financial's IBDO Position: Q4 2023 in Review

Truist Financial sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 525,876 shares — an estimated $13.3M sold.

Truist Financial first reported a position in IBDO in Q4 2019 and held it in 16 quarters. The position peaked at $14.2M in Q2 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Truist Financial reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Truist Financial sold 525,876 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $13.3M.
  • Truist Financial first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2019 and held it in 16 quarters.
  • Truist Financial's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $14.2M in Q2 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Truist Financial's 13F filing for Q4 2023, filed 2 Feb 2024.