Werba Rubin Papier Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Werba Rubin Papier Wealth Management’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	-60,319	Closed	-$1.53M	–	132
2023 Q3	$1.53M	Buy	60,319 +564	+0.9%	+$14.3K	0.54%	28
2023 Q2	$1.51M	Sell	59,755 -1,925	-3%	-$48.5K	0.52%	27
2023 Q1	$1.55M	Buy	61,680 +243	+0.4%	+$6.1K	0.61%	26
2022 Q4	$1.54M	Buy	+61,437	New	+$1.53M	0.63%	23

Other funds holding IBDO

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.01B AUM 14.39% 1-Year Est. Return

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return