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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 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. 4 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.
4 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.