William Blair & Company
IBDO

William Blair & Company’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

William Blair & Company’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
-27,855
Closed -$706K – 1863
2023
Q3 		$706K Sell
27,855
-1,900
-6% -$48K ﹤0.01% 950
2023
Q2 		$753K Hold
29,755
– – ﹤0.01% 933
2023
Q1 		$750K Hold
29,755
– – ﹤0.01% 912
2022
Q4 		$745K Hold
29,755
– – ﹤0.01% 924
2022
Q3 		$742K Hold
29,755
– – ﹤0.01% 917
2022
Q2 		$747K Buy
29,755
+155
+0.5% +$3.9K ﹤0.01% 940
2022
Q1 		$748K Hold
29,600
– – ﹤0.01% 1022
2021
Q4 		$760K Hold
29,600
– – ﹤0.01% 1057
2021
Q3 		$770K Hold
29,600
– – ﹤0.01% 1018
2021
Q2 		$772K Hold
29,600
– – ﹤0.01% 1002
2021
Q1 		$774K Hold
29,600
– – ﹤0.01% 982
2020
Q4 		$778K Hold
29,600
– – ﹤0.01% 946
2020
Q3 		$776K Buy
+29,600
New +$777K ﹤0.01% 838

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
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

William Blair & Company's IBDO Position: Q4 2023 in Review

William Blair & Company sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 27,855 shares — an estimated $706K sold.

William Blair & Company first reported a position in IBDO in Q3 2020 and held it in 13 quarters. The position peaked at $778K in Q4 2020. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • William Blair & Company reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • William Blair & Company sold 27,855 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $706K.
  • William Blair & Company first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2020 and held it in 13 quarters.
  • William Blair & Company's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $778K in Q4 2020.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on William Blair & Company's 13F filing for Q4 2023, filed 12 Feb 2024.