American Portfolios Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

American Portfolios Advisors’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
2022 Q3	$1.16M	Buy	48,006 +9,986	+26%	+$246K	0.05%	387
2022 Q2	$939K	Hold	38,020	–	–	0.04%	446
2022 Q1	$960K	Buy	38,020 +1,677	+5%	+$43.3K	0.03%	503
2021 Q4	$960K	Buy	36,343 +580	+2%	+$15.4K	0.03%	500
2021 Q3	$960K	Buy	35,763 +8,330	+30%	+$225K	0.04%	476
2021 Q2	$740K	Buy	27,433 +665	+2%	+$17.9K	0.03%	553
2021 Q1	$718K	Buy	26,768 +5,598	+26%	+$152K	0.03%	523
2020 Q4	$579K	Buy	21,170 +6,845	+48%	+$186K	0.03%	513
2020 Q3	$389K	Hold	14,325	–	–	0.02%	552
2020 Q2	$386K	Buy	14,325 +2,270	+19%	+$59.6K	0.03%	525
2020 Q1	$301K	Buy	12,055 +445	+4%	+$11.5K	0.03%	519
2019 Q4	$301K	Buy	11,610 +4,190	+56%	+$108K	0.02%	594
2019 Q3	$192K	Buy	7,420 +2,670	+56%	+$68.6K	0.02%	729
2019 Q2	$122K	Hold	4,750	–	–	0.01%	902
2019 Q1	$118K	Sell	4,750 -150	-3%	-$3.65K	0.01%	823
2018 Q4	$116K	Buy	4,900 +4,600	+1,533%	+$109K	0.01%	679
2018 Q3	$7.17K	Hold	300	–	–	﹤0.01%	1869
2018 Q2	$7.18K	Sell	300 -865	-74%	-$20.7K	﹤0.01%	1851
2018 Q1	$28.3K	Buy	+1,165	New	+$28.5K	﹤0.01%	1256

Other funds holding IBDQ

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

American Portfolios Advisors's IBDQ Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 26% in Q3 2022, buying an estimated $246K and bringing the position to 48,006 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #387.

American Portfolios Advisors first reported a position in IBDQ in Q1 2018 and has held it in 19 quarters since. 206 funds tracked by Wall St. Rank hold IBDQ as of Q3 2022.

American Portfolios Advisors held 48,006 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $1.16M as of Q3 2022.
American Portfolios Advisors bought 9,986 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2022, an estimated $246K.
iShares iBonds Dec 2025 Term Corporate ETF made up 0.05% of American Portfolios Advisors's portfolio in Q3 2022, its #387 holding.
American Portfolios Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2018 and has held it in 19 quarters since.
206 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.