LF
IBDP

LifePlan Financial’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

LifePlan Financial’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
2024
Q3 		– Sell
-15,557
Closed -$391K – 95
2024
Q2 		$391K Sell
15,557
-18,176
-54% -$455K 0.36% 71
2024
Q1 		$845K Sell
33,733
-18,984
-36% -$474K 0.77% 42
2023
Q4 		$1.31M Buy
+52,717
New +$1.31M 1.32% 20

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LifePlan Financial's IBDP Position: Q3 2024 in Review

LifePlan Financial sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2024, closing a stake of 15,557 shares — an estimated $391K sold.

LifePlan Financial first reported a position in IBDP in Q4 2023 and held it in 3 quarters. The position peaked at $1.31M in Q4 2023. 333 funds tracked by Wall St. Rank hold IBDP as of Q3 2024.

  • LifePlan Financial reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
  • LifePlan Financial sold 15,557 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2024, an estimated $391K.
  • LifePlan Financial first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 3 quarters.
  • LifePlan Financial's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.31M in Q4 2023.
  • 333 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2024.

Based on LifePlan Financial's 13F filing for Q3 2024, filed 4 Oct 2024.