LB
IBDO

Leo Brokerage’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Leo Brokerage’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$6.41M Buy
253,483
+22,901
+10% +$577K 0.73% 22
2023
Q1 		$5.81M Buy
+230,582
New +$5.79M 0.87% 25

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $281M AUM 17.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Leo Brokerage's IBDO Position: Q2 2023 in Review

Leo Brokerage increased its iShares iBonds Dec 2023 Term Corporate ETF (IBDO) stake by 9.9% in Q2 2023, buying an estimated $577K and bringing the position to 253,483 shares worth $6.41M. The position accounts for 0.73% of the portfolio, ranked #22.

Leo Brokerage first reported a position in IBDO in Q1 2023 and has held it in 2 quarters since. 297 funds tracked by Wall St. Rank hold IBDO as of Q2 2023.

  • Leo Brokerage held 253,483 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $6.41M as of Q2 2023.
  • Leo Brokerage bought 22,901 iShares iBonds Dec 2023 Term Corporate ETF shares in Q2 2023, an estimated $577K.
  • iShares iBonds Dec 2023 Term Corporate ETF made up 0.73% of Leo Brokerage's portfolio in Q2 2023, its #22 holding.
  • Leo Brokerage first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2023 and has held it in 2 quarters since.
  • 297 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.