WA
IBDO

Waterford Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Waterford Advisors’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
-96,603
Closed -$2.45M – 54
2023
Q3 		$2.45M Sell
96,603
-2,337
-2% -$59.1K 1.37% 15
2023
Q2 		$2.5M Buy
98,940
+179
+0.2% +$4.51K 1.2% 20
2023
Q1 		$2.49M Sell
98,761
-126
-0.1% -$3.16K 1.35% 18
2022
Q4 		$2.48M Buy
+98,887
New +$2.47M 1.44% 18

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

Waterford Advisors's IBDO Position: Q4 2023 in Review

Waterford Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 96,603 shares — an estimated $2.45M sold.

Waterford Advisors first reported a position in IBDO in Q4 2022 and held it in 4 quarters. The position peaked at $2.5M in Q2 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Waterford Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Waterford Advisors sold 96,603 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $2.45M.
  • Waterford Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2022 and held it in 4 quarters.
  • Waterford Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $2.5M in Q2 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Waterford Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.