Leo Brokerage’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Leo Brokerage’s Portfolio IBDN Stock Details IBDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1.5M	Buy	+59,998	New	+$1.5M	0.4%	48

Other funds holding IBDN

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

RJFSA

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Leo Brokerage's IBDN Position: Q2 2022 in Review

Leo Brokerage opened a new position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q2 2022: 59,998 shares worth $1.5M. The stake represents 0.4% of the portfolio and ranks #48 among its holdings.

212 funds tracked by Wall St. Rank hold IBDN as of Q2 2022.

Leo Brokerage held 59,998 shares of iShares iBonds Dec 2022 Term Corporate ETF worth $1.5M as of Q2 2022.
iShares iBonds Dec 2022 Term Corporate ETF was a new Leo Brokerage position in Q2 2022.
iShares iBonds Dec 2022 Term Corporate ETF made up 0.4% of Leo Brokerage's portfolio in Q2 2022, its #48 holding.
212 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q2 2022.

Based on Leo Brokerage's 13F filing for Q2 2022, filed 11 Jul 2022.