Advisor Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Advisor Group’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
2019 Q4	$294K	Sell	11,306 -1,276	-10%	-$33K	﹤0.01%	2079
2019 Q3	$326K	Sell	12,582 -7,138	-36%	-$184K	﹤0.01%	1928
2019 Q2	$505K	Sell	19,720 -1,983	-9%	-$49.6K	﹤0.01%	1597
2019 Q1	$540K	Buy	21,703 +2,176	+11%	+$52.9K	﹤0.01%	1531
2018 Q4	$461K	Buy	19,527 +15,452	+379%	+$365K	﹤0.01%	1462
2018 Q3	$98K	Buy	4,075 +355	+10%	+$8.52K	﹤0.01%	2770
2018 Q2	$89K	Hold	3,720	–	–	﹤0.01%	2613
2018 Q1	$90K	Hold	3,720	–	–	﹤0.01%	2632
2017 Q4	$94K	Hold	3,720	–	–	﹤0.01%	2626
2017 Q3	$94K	Buy	3,720 +3,620	+3,620%	+$91K	﹤0.01%	2458
2017 Q2	$2K	Hold	100	–	–	﹤0.01%	4515
2017 Q1	$2K	Buy	+100	New	+$2.45K	﹤0.01%	4384

Other funds holding IBDQ

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Advisor Group's IBDQ Position: Q4 2019 in Review

Advisor Group reduced its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 10% in Q4 2019, selling an estimated $33K and leaving 11,306 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #2079.

Advisor Group first reported a position in IBDQ in Q1 2017 and has held it in 12 quarters since. The position peaked at $540K in Q1 2019. 107 funds tracked by Wall St. Rank hold IBDQ as of Q4 2019.

Advisor Group held 11,306 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $294K as of Q4 2019.
Advisor Group sold 1,276 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2019, an estimated $33K.
iShares iBonds Dec 2025 Term Corporate ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2079 holding.
Advisor Group first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2017 and has held it in 12 quarters since.
Advisor Group's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $540K in Q1 2019.
107 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.