AFM
IBDQ

Andesa Financial Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Andesa Financial 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
2020
Q3 		– Sell
-10,100
Closed -$272K – 134
2020
Q2 		$272K Buy
+10,100
New +$265K 0.24% 87

Other funds holding IBDQ

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
TCOK
Trust Company of Kansas Wichita, Kansas $195M AUM 27.88% 1-Year Est. Return

Andesa Financial Management's IBDQ Position: Q3 2020 in Review

Andesa Financial Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2020, closing a stake of 10,100 shares — an estimated $272K sold.

Andesa Financial Management first reported a position in IBDQ in Q2 2020 and held it in 1 quarter. The position peaked at $272K in Q2 2020. 126 funds tracked by Wall St. Rank hold IBDQ as of Q3 2020.

  • Andesa Financial Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2020 after selling out during the quarter.
  • Andesa Financial Management sold 10,100 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2020, an estimated $272K.
  • Andesa Financial Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2020 and held it in 1 quarter.
  • Andesa Financial Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $272K in Q2 2020.
  • 126 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2020.

Based on Andesa Financial Management's 13F filing for Q3 2020, filed 9 Nov 2020.