AP
IBDQ

Atwood & Palmer’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Atwood & Palmer’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
Q2 		– Sell
-350
Closed -$8.68K – 445
2024
Q1 		$8.68K Buy
+350
New +$8.67K ﹤0.01% 317

Other funds holding IBDQ

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atwood & Palmer's IBDQ Position: Q2 2024 in Review

Atwood & Palmer sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q2 2024, closing a stake of 350 shares — an estimated $8.68K sold.

Atwood & Palmer first reported a position in IBDQ in Q1 2024 and held it in 1 quarter. The position peaked at $8.68K in Q1 2024. 356 funds tracked by Wall St. Rank hold IBDQ as of Q2 2024.

  • Atwood & Palmer reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q2 2024 after selling out during the quarter.
  • Atwood & Palmer sold 350 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2024, an estimated $8.68K.
  • Atwood & Palmer first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2024 and held it in 1 quarter.
  • Atwood & Palmer's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $8.68K in Q1 2024.
  • 356 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2024.

Based on Atwood & Palmer's 13F filing for Q2 2024, filed 10 Jul 2024.