W
IBDO

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

WealthStone’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
2021
Q1 		$299K Hold
11,458
– – 0.1% 162
2020
Q4 		$301K Hold
11,458
– – 0.11% 132
2020
Q3 		$301K Sell
11,458
-3,815
-25% -$100K 0.14% 102
2020
Q2 		$401K Buy
+15,273
New +$394K 0.19% 81

Other funds holding IBDO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

WealthStone's IBDO Position: Q1 2021 in Review

WealthStone held its iShares iBonds Dec 2023 Term Corporate ETF (IBDO) position steady in Q1 2021 at 11,458 shares worth $299K. The position accounts for 0.1% of the portfolio, ranked #162.

WealthStone first reported a position in IBDO in Q2 2020 and has held it in 4 quarters since. The position peaked at $401K in Q2 2020. 206 funds tracked by Wall St. Rank hold IBDO as of Q1 2021.

  • WealthStone held 11,458 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $299K as of Q1 2021.
  • WealthStone left its iShares iBonds Dec 2023 Term Corporate ETF share count unchanged in Q1 2021.
  • iShares iBonds Dec 2023 Term Corporate ETF made up 0.1% of WealthStone's portfolio in Q1 2021, its #162 holding.
  • WealthStone first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2020 and has held it in 4 quarters since.
  • WealthStone's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $401K in Q2 2020.
  • 206 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.