AWM
IBDQ

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

Affinity 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
2017
Q3 		$16.5M Buy
+655,380
New +$16.5M 10.09% 4

Other funds holding IBDQ

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of America
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Affinity Wealth Management's IBDQ Position: Q3 2017 in Review

Affinity Wealth Management opened a new position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2017: 655,380 shares worth $16.5M. The stake represents 10.09% of the portfolio and ranks #4 among its holdings.

36 funds tracked by Wall St. Rank hold IBDQ as of Q3 2017.

  • Affinity Wealth Management held 655,380 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $16.5M as of Q3 2017.
  • iShares iBonds Dec 2025 Term Corporate ETF was a new Affinity Wealth Management position in Q3 2017.
  • iShares iBonds Dec 2025 Term Corporate ETF made up 10.09% of Affinity Wealth Management's portfolio in Q3 2017, its #4 holding.
  • 36 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2017.

Based on Affinity Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.