VWM
IBDO

Valley Wealth Managers’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Valley Wealth Managers’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
-47,470
Closed -$1.2M – 381
2023
Q3 		$1.2M Sell
47,470
-4,889
-9% -$124K 0.1% 124
2023
Q2 		$1.32M Sell
52,359
-260
-0.5% -$6.55K 0.12% 102
2023
Q1 		$1.33M Sell
52,619
-1,541
-3% -$38.7K 0.12% 103
2022
Q4 		$1.36M Sell
54,160
-1,493
-3% -$37.3K 0.13% 103
2022
Q3 		$1.39M Buy
55,653
+209
+0.4% +$5.24K 0.14% 101
2022
Q2 		$1.39M Buy
+55,444
New +$1.39M 0.13% 103

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

Valley Wealth Managers's IBDO Position: Q4 2023 in Review

Valley Wealth Managers sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 47,470 shares — an estimated $1.2M sold.

Valley Wealth Managers first reported a position in IBDO in Q2 2022 and held it in 6 quarters. The position peaked at $1.39M in Q2 2022. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Valley Wealth Managers reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Valley Wealth Managers sold 47,470 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $1.2M.
  • Valley Wealth Managers first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2022 and held it in 6 quarters.
  • Valley Wealth Managers's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $1.39M in Q2 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Valley Wealth Managers's 13F filing for Q4 2023, filed 7 Feb 2024.