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H.L. Ormond & Company’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

H.L. Ormond & Company’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$707K Buy
32,432
+18,906
+140% +$433K 1.13% 43
2022
Q2 		$309K Buy
+13,526
New +$315K 0.5% 74

Other funds holding IBDU

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

H.L. Ormond & Company increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 140% in Q3 2022, buying an estimated $433K and bringing the position to 32,432 shares worth $707K. The position accounts for 1.13% of the portfolio, ranked #43.

H.L. Ormond & Company first reported a position in IBDU in Q2 2022 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold IBDU as of Q3 2022.

  • H.L. Ormond & Company held 32,432 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $707K as of Q3 2022.
  • H.L. Ormond & Company bought 18,906 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2022, an estimated $433K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 1.13% of H.L. Ormond & Company's portfolio in Q3 2022, its #43 holding.
  • H.L. Ormond & Company first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2022 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2022.

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