Wilbanks Smith & Thomas Asset Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Wilbanks Smith & Thomas Asset 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 Q1	–	Sell	-8,000	Closed	-$200K	–	528
2022 Q4	$200K	Buy	+8,000	New	+$200K	0.01%	475
2022 Q3	–	Sell	-8,000	Closed	-$201K	–	502
2022 Q2	$201K	Hold	8,000	–	–	0.01%	461
2022 Q1	$201K	Hold	8,000	–	–	0.01%	484
2021 Q4	$205K	Buy	+8,000	New	+$206K	0.01%	489
2021 Q3	–	Sell	-20,000	Closed	-$522K	–	532
2021 Q2	$522K	Buy	20,000 +10,000	+100%	+$261K	0.02%	301
2021 Q1	$261K	Buy	+10,000	New	+$262K	0.01%	404

Other funds holding IBDO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IBDO Position: Q1 2023 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2023, closing a stake of 8,000 shares — an estimated $200K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IBDO in Q1 2021 and held it in 6 quarters. The position peaked at $522K in Q2 2021. 294 funds tracked by Wall St. Rank hold IBDO as of Q1 2023.

Wilbanks Smith & Thomas Asset Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 8,000 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2023, an estimated $200K.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2021 and held it in 6 quarters.
Wilbanks Smith & Thomas Asset Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $522K in Q2 2021.
294 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2023.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2023, filed 5 May 2023.