VWMG
IBDO

Virginia Wealth Management Group’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Virginia Wealth Management Group’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
-134,630
Closed -$3.41M – 71
2023
Q3 		$3.41M Buy
134,630
+6,375
+5% +$161K 2.31% 14
2023
Q2 		$3.24M Buy
128,255
+2,140
+2% +$53.9K 2.23% 18
2023
Q1 		$3.18M Buy
126,115
+4,575
+4% +$115K 2.18% 18
2022
Q4 		$3.04M Buy
121,540
+28,425
+31% +$710K 2.11% 19
2022
Q3 		$2.32M Buy
93,115
+15,180
+19% +$380K 1.73% 28
2022
Q2 		$1.96M Sell
77,935
-2,440
-3% -$61.4K 1.88% 29
2022
Q1 		$2.03M Buy
80,375
+6,825
+9% +$174K 1.81% 28
2021
Q4 		$1.89M Buy
+73,550
New +$1.9M 1.7% 30

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

Virginia Wealth Management Group's IBDO Position: Q4 2023 in Review

Virginia Wealth Management Group sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 134,630 shares — an estimated $3.41M sold.

Virginia Wealth Management Group first reported a position in IBDO in Q4 2021 and held it in 8 quarters. The position peaked at $3.41M in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Virginia Wealth Management Group reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Virginia Wealth Management Group sold 134,630 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $3.41M.
  • Virginia Wealth Management Group first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2021 and held it in 8 quarters.
  • Virginia Wealth Management Group's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $3.41M in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Virginia Wealth Management Group's 13F filing for Q4 2023, filed 9 Feb 2024.