LSA
IBDP

L & S Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

L & S Advisors’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
Q2 		– Sell
-17,820
Closed -$446K – 377
2024
Q1 		$446K Hold
17,820
– – 0.05% 235
2023
Q4 		$444K Sell
17,820
-128
-0.7% -$3.17K 0.05% 216
2023
Q3 		$444K Sell
17,948
-1,785
-9% -$44K 0.06% 214
2023
Q2 		$486K Buy
19,733
+8,917
+82% +$219K 0.06% 214
2023
Q1 		$266K Buy
+10,816
New +$265K 0.04% 263

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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

L & S Advisors's IBDP Position: Q2 2024 in Review

L & S Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q2 2024, closing a stake of 17,820 shares — an estimated $446K sold.

L & S Advisors first reported a position in IBDP in Q1 2023 and held it in 5 quarters. The position peaked at $486K in Q2 2023. 354 funds tracked by Wall St. Rank hold IBDP as of Q2 2024.

  • L & S Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q2 2024 after selling out during the quarter.
  • L & S Advisors sold 17,820 iShares iBonds Dec 2024 Term Corporate ETF shares in Q2 2024, an estimated $446K.
  • L & S Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2023 and held it in 5 quarters.
  • L & S Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $486K in Q2 2023.
  • 354 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q2 2024.

Based on L & S Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.