LB
IBDP

Leo Brokerage’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Leo Brokerage’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
2023
Q2 		$4.36M Buy
176,993
+113,415
+178% +$2.79M 0.5% 30
2023
Q1 		$1.56M Buy
+63,578
New +$1.56M 0.23% 85

Other funds holding IBDP

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Leo Brokerage's IBDP Position: Q2 2023 in Review

Leo Brokerage increased its iShares iBonds Dec 2024 Term Corporate ETF (IBDP) stake by 178% in Q2 2023, buying an estimated $2.79M and bringing the position to 176,993 shares worth $4.36M. The position accounts for 0.5% of the portfolio, ranked #30.

Leo Brokerage first reported a position in IBDP in Q1 2023 and has held it in 2 quarters since. 287 funds tracked by Wall St. Rank hold IBDP as of Q2 2023.

  • Leo Brokerage held 176,993 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $4.36M as of Q2 2023.
  • Leo Brokerage bought 113,415 iShares iBonds Dec 2024 Term Corporate ETF shares in Q2 2023, an estimated $2.79M.
  • iShares iBonds Dec 2024 Term Corporate ETF made up 0.5% of Leo Brokerage's portfolio in Q2 2023, its #30 holding.
  • Leo Brokerage first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2023 and has held it in 2 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q2 2023.

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