APS
IBDQ

American Planning Services’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

American Planning Services’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
Q3 		$458K Buy
18,258
+1,799
+11% +$44.9K 0.36% 32
2024
Q2 		$409K Buy
16,459
+107
+0.7% +$2.65K 0.29% 37
2024
Q1 		$406K Buy
16,352
+3,217
+24% +$79.7K 0.29% 29
2023
Q4 		$325K Buy
+13,135
New +$322K 0.25% 34

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

American Planning Services's IBDQ Position: Q3 2024 in Review

American Planning Services increased its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 11% in Q3 2024, buying an estimated $44.9K and bringing the position to 18,258 shares worth $458K. The position accounts for 0.36% of the portfolio, ranked #32.

American Planning Services first reported a position in IBDQ in Q4 2023 and has held it in 4 quarters since. 363 funds tracked by Wall St. Rank hold IBDQ as of Q3 2024.

  • American Planning Services held 18,258 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $458K as of Q3 2024.
  • American Planning Services bought 1,799 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2024, an estimated $44.9K.
  • iShares iBonds Dec 2025 Term Corporate ETF made up 0.36% of American Planning Services's portfolio in Q3 2024, its #32 holding.
  • American Planning Services first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2023 and has held it in 4 quarters since.
  • 363 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2024.

Based on American Planning Services's 13F filing for Q3 2024, filed 14 Nov 2024.