Vigilant Capital Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Vigilant Capital 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 Q2	$329K	Buy	12,995 +440	+4%	+$11.1K	0.02%	117
2023 Q1	$316K	Buy	12,555 +8,460	+207%	+$212K	0.03%	110
2022 Q4	$102K	Buy	4,095 +210	+5%	+$5.24K	0.01%	211
2022 Q3	$97K	Buy	3,885 +900	+30%	+$22.6K	0.01%	222
2022 Q2	$75K	Buy	+2,985	New	+$75.1K	0.01%	234

Other funds holding IBDO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HFRG

Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Vigilant Capital Management's IBDO Position: Q2 2023 in Review

Vigilant Capital Management increased its iShares iBonds Dec 2023 Term Corporate ETF (IBDO) stake by 3.5% in Q2 2023, buying an estimated $11.1K and bringing the position to 12,995 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #117.

Vigilant Capital Management first reported a position in IBDO in Q2 2022 and has held it in 5 quarters since. 297 funds tracked by Wall St. Rank hold IBDO as of Q2 2023.

Vigilant Capital Management held 12,995 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $329K as of Q2 2023.
Vigilant Capital Management bought 440 iShares iBonds Dec 2023 Term Corporate ETF shares in Q2 2023, an estimated $11.1K.
iShares iBonds Dec 2023 Term Corporate ETF made up 0.02% of Vigilant Capital Management's portfolio in Q2 2023, its #117 holding.
Vigilant Capital Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2022 and has held it in 5 quarters since.
297 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.