LPL Financial
IBDP

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

LPL 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
Q4 		– Sell
-1,708,177
Closed -$43.1M – 5479
2024
Q3 		$43.1M Sell
1,708,177
-217,099
-11% -$5.46M 0.02% 680
2024
Q2 		$48.4M Buy
1,925,276
+103,648
+6% +$2.6M 0.02% 575
2024
Q1 		$45.6M Sell
1,821,628
-154,770
-8% -$3.87M 0.02% 574
2023
Q4 		$49.2M Buy
1,976,398
+413,800
+26% +$10.3M 0.03% 504
2023
Q3 		$38.6M Buy
1,562,598
+21,194
+1% +$522K 0.03% 544
2023
Q2 		$37.9M Buy
1,541,404
+122,191
+9% +$3M 0.03% 528
2023
Q1 		$34.9M Buy
1,419,213
+113,970
+9% +$2.8M 0.03% 521
2022
Q4 		$31.9M Buy
1,305,243
+56,601
+5% +$1.38M 0.03% 517
2022
Q3 		$30.4M Sell
1,248,642
-21,786
-2% -$538K 0.03% 484
2022
Q2 		$31.4M Buy
1,270,428
+96,401
+8% +$2.4M 0.03% 472
2022
Q1 		$29.5M Buy
1,174,027
+57,905
+5% +$1.48M 0.03% 518
2021
Q4 		$28.9M Buy
1,116,122
+75,001
+7% +$1.95M 0.02% 531
2021
Q3 		$27.4M Buy
1,041,121
+83,192
+9% +$2.19M 0.03% 501
2021
Q2 		$25.3M Buy
957,929
+102,481
+12% +$2.71M 0.03% 506
2021
Q1 		$22.6M Buy
855,448
+92,126
+12% +$2.44M 0.03% 496
2020
Q4 		$20.3M Buy
763,322
+38,154
+5% +$1.01M 0.03% 473
2020
Q3 		$19.2M Buy
725,168
+25,096
+4% +$664K 0.03% 412
2020
Q2 		$18.5M Buy
700,072
+4,141
+0.6% +$107K 0.03% 395
2020
Q1 		$17.2M Buy
695,931
+212,060
+44% +$5.39M 0.04% 347
2019
Q4 		$12.4M Buy
483,871
+215,692
+80% +$5.53M 0.02% 508
2019
Q3 		$6.89M Buy
268,179
+73,265
+38% +$1.87M 0.01% 667
2019
Q2 		$4.97M Buy
194,914
+71,694
+58% +$1.79M 0.01% 800
2019
Q1 		$3.07M Buy
123,220
+57,724
+88% +$1.41M 0.01% 959
2018
Q4 		$1.56M Buy
65,496
+35,715
+120% +$852K ﹤0.01% 1217
2018
Q3 		$718K Buy
29,781
+1,372
+5% +$33.1K ﹤0.01% 1932
2018
Q2 		$684K Buy
28,409
+9,002
+46% +$217K ﹤0.01% 1929
2018
Q1 		$473K Buy
19,407
+2,602
+15% +$64K ﹤0.01% 2202
2017
Q4 		$421K Buy
16,805
+6,274
+60% +$158K ﹤0.01% 2204
2017
Q3 		$265K Buy
10,531
+994
+10% +$25K ﹤0.01% 2467
2017
Q2 		$239K Buy
9,537
+955
+11% +$23.9K ﹤0.01% 2454
2017
Q1 		$212K Buy
+8,582
New +$211K ﹤0.01% 2459

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

LPL Financial's IBDP Position: Q4 2024 in Review

LPL Financial sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 1,708,177 shares — an estimated $43.1M sold.

LPL Financial first reported a position in IBDP in Q1 2017 and held it in 31 quarters. The position peaked at $49.2M in Q4 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • LPL Financial reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • LPL Financial sold 1,708,177 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $43.1M.
  • LPL Financial first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2017 and held it in 31 quarters.
  • LPL Financial's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $49.2M in Q4 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on LPL Financial's 13F filing for Q4 2024, filed 11 Feb 2025.