Harris Associates
IBDP

Harris Associates’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Harris Associates’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
2024
Q1 		– Sell
-10,208
Closed -$254K – 150
2023
Q4 		$254K Buy
+10,208
New +$253K ﹤0.01% 139

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UBS Group
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HPC
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Harris Associates's IBDP Position: Q1 2024 in Review

Harris Associates sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2024, closing a stake of 10,208 shares — an estimated $254K sold.

Harris Associates first reported a position in IBDP in Q4 2023 and held it in 1 quarter. The position peaked at $254K in Q4 2023. 360 funds tracked by Wall St. Rank hold IBDP as of Q1 2024.

  • Harris Associates reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
  • Harris Associates sold 10,208 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2024, an estimated $254K.
  • Harris Associates first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 1 quarter.
  • Harris Associates's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $254K in Q4 2023.
  • 360 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2024.

Based on Harris Associates's 13F filing for Q1 2024, filed 15 May 2024.