AWM
IBDQ

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

Argent 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
2020
Q1 		– Sell
-48,511
Closed -$1.26M – 175
2019
Q4 		$1.26M Buy
+48,511
New +$1.26M 0.21% 73

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
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
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Argent Wealth Management's IBDQ Position: Q1 2020 in Review

Argent Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2020, closing a stake of 48,511 shares — an estimated $1.26M sold.

Argent Wealth Management first reported a position in IBDQ in Q4 2019 and held it in 1 quarter. The position peaked at $1.26M in Q4 2019. 113 funds tracked by Wall St. Rank hold IBDQ as of Q1 2020.

  • Argent Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
  • Argent Wealth Management sold 48,511 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2020, an estimated $1.26M.
  • Argent Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2019 and held it in 1 quarter.
  • Argent Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.26M in Q4 2019.
  • 113 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2020.

Based on Argent Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.