Leo Brokerage’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Leo Brokerage’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.13M	Buy	+48,012	New	+$1.14M	0.13%	118

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

RJFSA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Leo Brokerage's IBDS Position: Q2 2023 in Review

Leo Brokerage opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2023: 48,012 shares worth $1.13M. The stake represents 0.13% of the portfolio and ranks #118 among its holdings.

183 funds tracked by Wall St. Rank hold IBDS as of Q2 2023.

Leo Brokerage held 48,012 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.13M as of Q2 2023.
iShares iBonds Dec 2027 Term Corporate ETF was a new Leo Brokerage position in Q2 2023.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.13% of Leo Brokerage's portfolio in Q2 2023, its #118 holding.
183 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2023.

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