VW
IBDO

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

Vance Wealth’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
-53,006
Closed -$1.34M – 85
2023
Q3 		$1.34M Sell
53,006
-76,955
-59% -$1.95M 0.63% 34
2023
Q2 		$3.29M Buy
129,961
+22,114
+21% +$557K 1.5% 19
2023
Q1 		$2.72M Buy
107,847
+27,723
+35% +$696K 1.46% 18
2022
Q4 		$2.01M Buy
+80,124
New +$2M 1.25% 23

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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

Vance Wealth's IBDO Position: Q4 2023 in Review

Vance Wealth sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 53,006 shares — an estimated $1.34M sold.

Vance Wealth first reported a position in IBDO in Q4 2022 and held it in 4 quarters. The position peaked at $3.29M in Q2 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Vance Wealth reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Vance Wealth sold 53,006 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $1.34M.
  • Vance Wealth first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2022 and held it in 4 quarters.
  • Vance Wealth's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $3.29M in Q2 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Vance Wealth's 13F filing for Q4 2023, filed 5 Feb 2024.