WWM
IBDO

Western Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Western 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
Q3 		– Sell
-15,896
Closed -$402K – 677
2023
Q2 		$402K Sell
15,896
-4,200
-21% -$106K 0.03% 434
2023
Q1 		$506K Buy
20,096
+300
+2% +$7.53K 0.05% 365
2022
Q4 		$495K Buy
+19,796
New +$494K 0.05% 341

Other funds holding IBDO

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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Western Wealth Management's IBDO Position: Q3 2023 in Review

Western Wealth Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q3 2023, closing a stake of 15,896 shares — an estimated $402K sold.

Western Wealth Management first reported a position in IBDO in Q4 2022 and held it in 3 quarters. The position peaked at $506K in Q1 2023. 287 funds tracked by Wall St. Rank hold IBDO as of Q3 2023.

  • Western Wealth Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q3 2023 after selling out during the quarter.
  • Western Wealth Management sold 15,896 iShares iBonds Dec 2023 Term Corporate ETF shares in Q3 2023, an estimated $402K.
  • Western Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2022 and held it in 3 quarters.
  • Western Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $506K in Q1 2023.
  • 287 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2023.

Based on Western Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.