VVP
IBDO

Venture Visionary Partners’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Venture Visionary Partners’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
Q3 		– Hold
0
– – – 171
2023
Q2 		– Hold
0
– – – 166
2023
Q1 		– Hold
0
– – – 164
2022
Q4 		– Hold
0
– – – 74
2022
Q3 		– Sell
-2,712
Closed -$68K – 1637
2022
Q2 		$68K Buy
+2,712
New +$68.2K 0.01% 714

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Venture Visionary Partners's IBDO Position: Q3 2023 in Review

Venture Visionary Partners held its iShares iBonds Dec 2023 Term Corporate ETF (IBDO) position steady in Q3 2023 at 0 shares worth $1.87M. The position accounts for 0.11% of the portfolio, ranked #171.

Venture Visionary Partners first reported a position in IBDO in Q2 2022 and has held it in 1 quarter since. The position peaked at $68K in Q2 2022. 287 funds tracked by Wall St. Rank hold IBDO as of Q3 2023.

  • Venture Visionary Partners held 0 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $1.87M as of Q3 2023.
  • Venture Visionary Partners left its iShares iBonds Dec 2023 Term Corporate ETF share count unchanged in Q3 2023.
  • iShares iBonds Dec 2023 Term Corporate ETF made up 0.11% of Venture Visionary Partners's portfolio in Q3 2023, its #171 holding.
  • Venture Visionary Partners first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2022 and has held it in 1 quarter since.
  • Venture Visionary Partners's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $68K in Q2 2022.
  • 287 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2023.

Based on Venture Visionary Partners's 13F filing for Q3 2023, filed 13 Oct 2023.