HLOC
IBDP

H.L. Ormond & Company’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

H.L. Ormond & Company’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$471K Buy
19,354
+6,594
+52% +$163K 0.76% 63
2022
Q2 		$316K Sell
12,760
-11,452
-47% -$285K 0.51% 72
2022
Q1 		$608K Hold
24,212
– – 0.74% 64
2021
Q4 		$619K Buy
+24,212
New +$630K 0.73% 62

Other funds holding IBDP

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

H.L. Ormond & Company's IBDP Position: Q3 2022 in Review

H.L. Ormond & Company increased its iShares iBonds Dec 2024 Term Corporate ETF (IBDP) stake by 52% in Q3 2022, buying an estimated $163K and bringing the position to 19,354 shares worth $471K. The position accounts for 0.76% of the portfolio, ranked #63.

H.L. Ormond & Company first reported a position in IBDP in Q4 2021 and has held it in 4 quarters since. The position peaked at $619K in Q4 2021. 244 funds tracked by Wall St. Rank hold IBDP as of Q3 2022.

  • H.L. Ormond & Company held 19,354 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $471K as of Q3 2022.
  • H.L. Ormond & Company bought 6,594 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2022, an estimated $163K.
  • iShares iBonds Dec 2024 Term Corporate ETF made up 0.76% of H.L. Ormond & Company's portfolio in Q3 2022, its #63 holding.
  • H.L. Ormond & Company first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2021 and has held it in 4 quarters since.
  • H.L. Ormond & Company's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $619K in Q4 2021.
  • 244 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.