Ruggaard & Associates’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Ruggaard & Associates’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	-468,012	Closed	-$11.8M	–	119
2024 Q2	$11.8M	Buy	468,012 +3,966	+0.9%	+$99.4K	5.44%	7
2024 Q1	$11.6M	Buy	464,046 +6,171	+1%	+$154K	5.53%	7
2023 Q4	$11.4M	Buy	457,875 +35,159	+8%	+$872K	6.04%	5
2023 Q3	$10.5M	Buy	+422,716	New	+$10.4M	6.23%	5

Other funds holding IBDP

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

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

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ruggaard & Associates's IBDP Position: Q3 2024 in Review

Ruggaard & Associates sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2024, closing a stake of 468,012 shares — an estimated $11.8M sold.

Ruggaard & Associates first reported a position in IBDP in Q3 2023 and held it in 4 quarters. The position peaked at $11.8M in Q2 2024. 333 funds tracked by Wall St. Rank hold IBDP as of Q3 2024.

Ruggaard & Associates reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
Ruggaard & Associates sold 468,012 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2024, an estimated $11.8M.
Ruggaard & Associates first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2023 and held it in 4 quarters.
Ruggaard & Associates's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $11.8M in Q2 2024.
333 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2024.

Based on Ruggaard & Associates's 13F filing for Q3 2024, filed 14 Nov 2024.