Little House Capital’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Little House Capital’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
2022 Q2	–	Sell	-24,307	Closed	-$610K	–	144
2022 Q1	$610K	Sell	24,307 -4,410	-15%	-$112K	0.31%	84
2021 Q4	$745K	Sell	28,717 -428	-1%	-$11.1K	0.39%	72
2021 Q3	$766K	Sell	29,145 -198	-0.7%	-$5.21K	0.45%	62
2021 Q2	$774K	Buy	+29,343	New	+$775K	0.42%	77

Other funds holding IBDP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Little House Capital's IBDP Position: Q2 2022 in Review

Little House Capital sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q2 2022, closing a stake of 24,307 shares — an estimated $610K sold.

Little House Capital first reported a position in IBDP in Q2 2021 and held it in 4 quarters. The position peaked at $774K in Q2 2021. 224 funds tracked by Wall St. Rank hold IBDP as of Q2 2022.

Little House Capital reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q2 2022 after selling out during the quarter.
Little House Capital sold 24,307 iShares iBonds Dec 2024 Term Corporate ETF shares in Q2 2022, an estimated $610K.
Little House Capital first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2021 and held it in 4 quarters.
Little House Capital's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $774K in Q2 2021.
224 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q2 2022.

Based on Little House Capital's 13F filing for Q2 2022, filed 12 Aug 2022.