Wolverine Trading
IBDO

Wolverine Trading’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Wolverine Trading’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
2021
Q3 		– Sell
-13,552
Closed -$353K – 7202
2021
Q2 		$353K Sell
13,552
-3,895
-22% -$102K ﹤0.01% 4187
2021
Q1 		$456K Sell
17,447
-19,960
-53% -$523K ﹤0.01% 3838
2020
Q4 		$982K Buy
+37,407
New +$981K ﹤0.01% 2408
2020
Q2 		– Sell
-18,170
Closed -$452K – 5425
2020
Q1 		$452K Sell
18,170
-12,681
-41% -$322K ﹤0.01% 2769
2019
Q4 		$789K Sell
30,851
-19,054
-38% -$487K ﹤0.01% 2638
2019
Q3 		$1.28M Buy
49,905
+39,925
+400% +$1.02M ﹤0.01% 1772
2019
Q2 		$254K Sell
9,980
-29,226
-75% -$732K ﹤0.01% 3450
2019
Q1 		$981K Sell
39,206
-82,403
-68% -$2.03M ﹤0.01% 2088
2018
Q4 		$2.94M Buy
121,609
+98,427
+425% +$2.37M 0.01% 1139
2018
Q3 		$563K Sell
23,182
-127
-0.5% -$3.09K ﹤0.01% 2978
2018
Q2 		$571K Hold
23,309
– – ﹤0.01% 2905
2018
Q1 		$571K Buy
+23,309
New +$575K ﹤0.01% 2905
2017
Q4 		– Sell
-42,030
Closed -$1.07M – 5661
2017
Q3 		$1.07M Buy
42,030
+28,260
+205% +$716K ﹤0.01% 1860
2017
Q2 		$347K Sell
13,770
-72,905
-84% -$1.83M ﹤0.01% 2825
2017
Q1 		$2.15M Buy
86,675
+76,279
+734% +$1.89M 0.01% 1136
2016
Q4 		$257K Sell
10,396
-46,843
-82% -$1.17M ﹤0.01% 3438
2016
Q3 		$1.48M Buy
+57,239
New +$1.47M 0.01% 1522

Other funds holding IBDO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Wolverine Trading's IBDO Position: Q3 2021 in Review

Wolverine Trading sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q3 2021, closing a stake of 13,552 shares — an estimated $353K sold.

Wolverine Trading first reported a position in IBDO in Q3 2016 and held it in 17 quarters. The position peaked at $2.94M in Q4 2018. 200 funds tracked by Wall St. Rank hold IBDO as of Q3 2021.

  • Wolverine Trading reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q3 2021 after selling out during the quarter.
  • Wolverine Trading sold 13,552 iShares iBonds Dec 2023 Term Corporate ETF shares in Q3 2021, an estimated $353K.
  • Wolverine Trading first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2016 and held it in 17 quarters.
  • Wolverine Trading's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $2.94M in Q4 2018.
  • 200 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2021.

Based on Wolverine Trading's 13F filing for Q3 2021, filed 12 Nov 2021.