Leo Brokerage’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Leo Brokerage’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$460K	Buy	+18,770	New	+$465K	0.05%	193

Other funds holding IBDT

ACA

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

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

CAI

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

CIA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

Leo Brokerage's IBDT Position: Q2 2023 in Review

Leo Brokerage opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2023: 18,770 shares worth $460K. The stake represents 0.05% of the portfolio and ranks #193 among its holdings.

155 funds tracked by Wall St. Rank hold IBDT as of Q2 2023.

Leo Brokerage held 18,770 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $460K as of Q2 2023.
iShares iBonds Dec 2028 Term Corporate ETF was a new Leo Brokerage position in Q2 2023.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.05% of Leo Brokerage's portfolio in Q2 2023, its #193 holding.
155 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2023.

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