UCB
IBDO

United Community Bank’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

United Community Bank’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
-17,634
Closed -$447K – 371
2023
Q3 		$447K Buy
+17,634
New +$446K 0.22% 89

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

United Community Bank's IBDO Position: Q4 2023 in Review

United Community Bank sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 17,634 shares — an estimated $447K sold.

United Community Bank first reported a position in IBDO in Q3 2023 and held it in 1 quarter. The position peaked at $447K in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • United Community Bank reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • United Community Bank sold 17,634 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $447K.
  • United Community Bank first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2023 and held it in 1 quarter.
  • United Community Bank's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $447K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on United Community Bank's 13F filing for Q4 2023, filed 13 Feb 2024.