AWM
IBDQ

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

Avior 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
2024
Q2 		– Sell
-8,431
Closed -$209K – 2939
2024
Q1 		$209K Hold
8,431
– – 0.01% 696
2023
Q4 		$209K Hold
8,431
– – 0.01% 512
2023
Q3 		$205K Buy
+8,431
New +$206K 0.01% 521
2021
Q4 		– Sell
-2
Closed – – 1150
2021
Q3 		$0 Hold
2
– – ﹤0.01% 1111
2021
Q2 		$0 Buy
+2
New +$54 ﹤0.01% 1082

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

Avior Wealth Management's IBDQ Position: Q2 2024 in Review

Avior Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q2 2024, closing a stake of 8,431 shares — an estimated $209K sold.

Avior Wealth Management first reported a position in IBDQ in Q2 2021 and held it in 5 quarters. The position peaked at $209K in Q1 2024. 356 funds tracked by Wall St. Rank hold IBDQ as of Q2 2024.

  • Avior Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 8,431 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2024, an estimated $209K.
  • Avior Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2021 and held it in 5 quarters.
  • Avior Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $209K in Q1 2024.
  • 356 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.