Wealthspire Advisors (Maryland)’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-424	Closed	-$11K	–	2201
2019 Q1	$11K	Hold	424	–	–	﹤0.01%	1510
2018 Q4	$10K	Hold	424	–	–	﹤0.01%	1483
2018 Q3	$10K	Hold	424	–	–	﹤0.01%	1536
2018 Q2	$10K	Hold	424	–	–	﹤0.01%	1560
2018 Q1	$10K	Hold	424	–	–	﹤0.01%	1586
2017 Q4	$11K	Hold	424	–	–	﹤0.01%	1569
2017 Q3	$11K	Hold	424	–	–	﹤0.01%	1553
2017 Q2	$11K	Buy	+424	New	+$10.7K	﹤0.01%	1506

Other funds holding IBDO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IBDO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q2 2019, closing a stake of 424 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in IBDO in Q2 2017 and held it in 8 quarters. The position peaked at $11K in Q1 2019. 116 funds tracked by Wall St. Rank hold IBDO as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 424 iShares iBonds Dec 2023 Term Corporate ETF shares in Q2 2019, an estimated $11K.
Wealthspire Advisors (Maryland) first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s iShares iBonds Dec 2023 Term Corporate ETF position peaked at $11K in Q1 2019.
116 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.