1900 Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

1900 Wealth Management’s Portfolio IBDQ Stock Details IBDQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-20,058	Closed	-$503K	–	225
2024 Q3	$503K	Buy	20,058 +193	+1%	+$4.82K	0.04%	147
2024 Q2	$494K	Hold	19,865	–	–	0.05%	147
2024 Q1	$493K	Hold	19,865	–	–	0.04%	157
2023 Q4	$492K	Hold	19,865	–	–	0.05%	194
2023 Q3	$484K	Buy	19,865 +223	+1%	+$5.44K	0.05%	193
2023 Q2	$479K	Buy	+19,642	New	+$481K	0.05%	159

Other funds holding IBDQ

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

HPC

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

1900 Wealth Management's IBDQ Position: Q4 2024 in Review

1900 Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2024, closing a stake of 20,058 shares — an estimated $503K sold.

1900 Wealth Management first reported a position in IBDQ in Q2 2023 and held it in 6 quarters. The position peaked at $503K in Q3 2024. 389 funds tracked by Wall St. Rank hold IBDQ as of Q4 2024.

1900 Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
1900 Wealth Management sold 20,058 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2024, an estimated $503K.
1900 Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2023 and held it in 6 quarters.
1900 Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $503K in Q3 2024.
389 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2024.

Based on 1900 Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.