WP
IBDO

WealthSource Partners’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

WealthSource Partners’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
-233,740
Closed -$5.93M – 528
2023
Q3 		$5.93M Sell
233,740
-6,527
-3% -$165K 0.4% 39
2023
Q2 		$6.08M Buy
240,267
+7,396
+3% +$186K 0.4% 38
2023
Q1 		$5.87M Buy
232,871
+27,871
+14% +$700K 0.4% 37
2022
Q4 		$5.13M Buy
+205,000
New +$5.12M 0.36% 47

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
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

WealthSource Partners's IBDO Position: Q4 2023 in Review

WealthSource Partners sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 233,740 shares — an estimated $5.93M sold.

WealthSource Partners first reported a position in IBDO in Q4 2022 and held it in 4 quarters. The position peaked at $6.08M in Q2 2023. 4 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • WealthSource Partners reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • WealthSource Partners sold 233,740 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $5.93M.
  • WealthSource Partners first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2022 and held it in 4 quarters.
  • WealthSource Partners's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $6.08M in Q2 2023.
  • 4 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.