Adroit Compliance’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Adroit Compliance’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
2023 Q4	$1.29M	Buy	+52,055	New	+$1.28M	0.27%	32

Other funds holding IBDQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

HPC

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

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Adroit Compliance's IBDQ Position: Q4 2023 in Review

Adroit Compliance opened a new position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2023: 52,055 shares worth $1.29M. The stake represents 0.27% of the portfolio and ranks #32 among its holdings.

325 funds tracked by Wall St. Rank hold IBDQ as of Q4 2023.

Adroit Compliance held 52,055 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $1.29M as of Q4 2023.
iShares iBonds Dec 2025 Term Corporate ETF was a new Adroit Compliance position in Q4 2023.
iShares iBonds Dec 2025 Term Corporate ETF made up 0.27% of Adroit Compliance's portfolio in Q4 2023, its #32 holding.
325 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2023.

Based on Adroit Compliance's 13F filing for Q4 2023, filed 8 Feb 2024.