Lee Financial’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Lee Financial’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 Q4	–	Sell	-26,920	Closed	-$656K	–	1002
2022 Q3	$656K	Hold	26,920	–	–	0.12%	80
2022 Q2	$666K	Hold	26,920	–	–	0.12%	79
2022 Q1	$676K	Hold	26,920	–	–	0.12%	84
2021 Q4	$698K	Hold	26,920	–	–	0.13%	79
2021 Q3	$708K	Hold	26,920	–	–	0.15%	77
2021 Q2	$710K	Hold	26,920	–	–	0.15%	75
2021 Q1	$710K	Hold	26,920	–	–	0.17%	71
2020 Q4	$716K	Hold	26,920	–	–	0.19%	68
2020 Q3	$712K	Hold	26,920	–	–	0.2%	70
2020 Q2	$710K	Hold	26,920	–	–	0.2%	73
2020 Q1	$665K	Hold	26,920	–	–	0.22%	61
2019 Q4	$692K	Hold	26,920	–	–	0.15%	79
2019 Q3	$692K	Hold	26,920	–	–	0.16%	78
2019 Q2	$686K	Hold	26,920	–	–	0.15%	78
2019 Q1	$670K	Hold	26,920	–	–	0.16%	78
2018 Q4	$643K	Hold	26,920	–	–	0.17%	67
2018 Q3	$649K	Hold	26,920	–	–	0.16%	76
2018 Q2	$648K	Buy	+26,920	New	+$648K	0.15%	77

Other funds holding IBDP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lee Financial's IBDP Position: Q4 2022 in Review

Lee Financial sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2022, closing a stake of 26,920 shares — an estimated $656K sold.

Lee Financial first reported a position in IBDP in Q2 2018 and held it in 18 quarters. The position peaked at $716K in Q4 2020. 268 funds tracked by Wall St. Rank hold IBDP as of Q4 2022.

Lee Financial reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Lee Financial sold 26,920 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2022, an estimated $656K.
Lee Financial first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2018 and held it in 18 quarters.
Lee Financial's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $716K in Q4 2020.
268 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2022.

Based on Lee Financial's 13F filing for Q4 2022, filed 9 Feb 2023.