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

Wealthspire Advisors (New York)’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	-37,226	Closed	-$944K	–	661
2023 Q3	$944K	Hold	37,226	–	–	0.02%	288
2023 Q2	$941K	Sell	37,226 -250	-0.7%	-$6.3K	0.02%	254
2023 Q1	$944K	Hold	37,476	–	–	0.02%	254
2022 Q4	$938K	Buy	37,476 +5,450	+17%	+$136K	0.02%	274
2022 Q3	$799K	Buy	+32,026	New	+$803K	0.02%	258

Other funds holding IBDO

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

Wealthspire Advisors (New York)'s IBDO Position: Q4 2023 in Review

Wealthspire Advisors (New York) sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 37,226 shares — an estimated $944K sold.

Wealthspire Advisors (New York) first reported a position in IBDO in Q3 2022 and held it in 5 quarters. The position peaked at $944K in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

Wealthspire Advisors (New York) reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
Wealthspire Advisors (New York) sold 37,226 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $944K.
Wealthspire Advisors (New York) first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2022 and held it in 5 quarters.
Wealthspire Advisors (New York)'s iShares iBonds Dec 2023 Term Corporate ETF position peaked at $944K in Q3 2023.
5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2023, filed 7 Feb 2024.