RA
IBDP

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
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

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.