WRPWM
IBDO

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

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

Werba Rubin Papier Wealth Management's IBDO Position: Q4 2023 in Review

Werba Rubin Papier Wealth Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 60,319 shares — an estimated $1.53M sold.

Werba Rubin Papier Wealth Management first reported a position in IBDO in Q4 2022 and held it in 4 quarters. The position peaked at $1.55M in Q1 2023. 4 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Werba Rubin Papier Wealth Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Werba Rubin Papier Wealth Management sold 60,319 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $1.53M.
  • Werba Rubin Papier Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2022 and held it in 4 quarters.
  • Werba Rubin Papier Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $1.55M in Q1 2023.
  • 4 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.