Wealth Enhancement Advisory Services
IBDO

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

Wealth Enhancement Advisory Services’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
-77,163
Closed -$1.96M – 2456
2023
Q3 		$1.96M Buy
+77,163
New +$1.95M 0.01% 873

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 Enhancement Advisory Services's IBDO Position: Q4 2023 in Review

Wealth Enhancement Advisory Services sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 77,163 shares — an estimated $1.96M sold.

Wealth Enhancement Advisory Services first reported a position in IBDO in Q3 2023 and held it in 1 quarter. The position peaked at $1.96M in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Wealth Enhancement Advisory Services reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 77,163 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $1.96M.
  • Wealth Enhancement Advisory Services first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $1.96M 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 Enhancement Advisory Services's 13F filing for Q4 2023, filed 30 Jan 2024.