LNB
IBDP

Ledyard National Bank’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Ledyard National Bank’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
2019
Q1 		– Sell
-1,030
Closed -$25K – 656
2018
Q4 		$25K Hold
1,030
– – ﹤0.01% 497
2018
Q3 		$25K Hold
1,030
– – ﹤0.01% 501
2018
Q2 		$25K Buy
+1,030
New +$24.8K ﹤0.01% 506

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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 $1.89B AUM 14.55% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Ledyard National Bank's IBDP Position: Q1 2019 in Review

Ledyard National Bank sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2019, closing a stake of 1,030 shares — an estimated $25K sold.

Ledyard National Bank first reported a position in IBDP in Q2 2018 and held it in 3 quarters. The position peaked at $25K in Q4 2018. 81 funds tracked by Wall St. Rank hold IBDP as of Q1 2019.

  • Ledyard National Bank reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2019 after selling out during the quarter.
  • Ledyard National Bank sold 1,030 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2019, an estimated $25K.
  • Ledyard National Bank first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2018 and held it in 3 quarters.
  • Ledyard National Bank's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $25K in Q4 2018.
  • 81 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2019.

Based on Ledyard National Bank's 13F filing for Q1 2019, filed 12 Apr 2019.