TSWM
IBDO

Tyler-Stone Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Tyler-Stone Wealth 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
-3,008
Closed -$76K – 993
2023
Q3 		$76K Buy
3,008
+17
+0.6% +$430 0.04% 284
2023
Q2 		$76K Buy
+2,991
New +$75.4K 0.04% 281
2022
Q4 		$74K Buy
+2,970
New +$74.2K 0.05% 274

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

Tyler-Stone Wealth Management's IBDO Position: Q4 2023 in Review

Tyler-Stone Wealth Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 3,008 shares — an estimated $76K sold.

Tyler-Stone Wealth Management first reported a position in IBDO in Q4 2022 and held it in 3 quarters. The position peaked at $76K in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Tyler-Stone Wealth Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 3,008 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $76K.
  • Tyler-Stone Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2022 and held it in 3 quarters.
  • Tyler-Stone Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $76K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.