Leo Brokerage’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Leo Brokerage’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$505K	Buy	+22,495	New	+$510K	0.06%	182

Other funds holding IBDU

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

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

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

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

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Bank of America

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

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Leo Brokerage's IBDU Position: Q2 2023 in Review

Leo Brokerage opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2023: 22,495 shares worth $505K. The stake represents 0.06% of the portfolio and ranks #182 among its holdings.

99 funds tracked by Wall St. Rank hold IBDU as of Q2 2023.

Leo Brokerage held 22,495 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $505K as of Q2 2023.
iShares iBonds Dec 2029 Term Corporate ETF was a new Leo Brokerage position in Q2 2023.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.06% of Leo Brokerage's portfolio in Q2 2023, its #182 holding.
99 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2023.

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