WAS
IBDO

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

Wealth Advisory Solutions’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
-33,796
Closed -$857K – 116
2023
Q3 		$857K Buy
+33,796
New +$855K 0.17% 76
2020
Q3 		– Sell
-8,203
Closed -$215K – 197
2020
Q2 		$215K Sell
8,203
-6,096
-43% -$157K 0.06% 170
2020
Q1 		$357K Sell
14,299
-2,621
-15% -$66.5K 0.12% 120
2019
Q4 		$432K Buy
+16,920
New +$432K 0.11% 128

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

Wealth Advisory Solutions's IBDO Position: Q4 2023 in Review

Wealth Advisory Solutions sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 33,796 shares — an estimated $857K sold.

Wealth Advisory Solutions first reported a position in IBDO in Q4 2019 and held it in 4 quarters. The position peaked at $857K in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Wealth Advisory Solutions reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Wealth Advisory Solutions sold 33,796 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $857K.
  • Wealth Advisory Solutions first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2019 and held it in 4 quarters.
  • Wealth Advisory Solutions's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $857K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Wealth Advisory Solutions's 13F filing for Q4 2023, filed 8 Feb 2024.