LAS
IBDP

Lloyd Advisory Services’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Lloyd Advisory Services’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
Q4 		– Sell
-9,235
Closed -$233K – 122
2024
Q3 		$233K Sell
9,235
-2,333
-20% -$58.6K 0.11% 87
2024
Q2 		$291K Buy
+11,568
New +$290K 0.14% 75
2024
Q1 		– Sell
-118,096
Closed -$2.94M – 191
2023
Q4 		$2.94M Buy
+118,096
New +$2.93M 1.39% 14

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Lloyd Advisory Services's IBDP Position: Q4 2024 in Review

Lloyd Advisory Services sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 9,235 shares — an estimated $233K sold.

Lloyd Advisory Services first reported a position in IBDP in Q4 2023 and held it in 3 quarters. The position peaked at $2.94M in Q4 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Lloyd Advisory Services reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Lloyd Advisory Services sold 9,235 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $233K.
  • Lloyd Advisory Services first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 3 quarters.
  • Lloyd Advisory Services's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $2.94M in Q4 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Lloyd Advisory Services's 13F filing for Q4 2024, filed 3 Feb 2025.