ACIM
IBDQ

Azimuth Capital Investment Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Azimuth Capital Investment 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
2023
Q1 		– Sell
-11,000
Closed -$268K – 309
2022
Q4 		$268K Sell
11,000
-725
-6% -$17.6K 0.01% 284
2022
Q3 		$283K Sell
11,725
-122,035
-91% -$3.01M 0.02% 277
2022
Q2 		$3.3M Buy
+133,760
New +$3.33M 0.17% 168

Other funds holding IBDQ

Bank of America
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
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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Azimuth Capital Investment Management's IBDQ Position: Q1 2023 in Review

Azimuth Capital Investment Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2023, closing a stake of 11,000 shares — an estimated $268K sold.

Azimuth Capital Investment Management first reported a position in IBDQ in Q2 2022 and held it in 3 quarters. The position peaked at $3.3M in Q2 2022. 254 funds tracked by Wall St. Rank hold IBDQ as of Q1 2023.

  • Azimuth Capital Investment Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
  • Azimuth Capital Investment Management sold 11,000 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2023, an estimated $268K.
  • Azimuth Capital Investment Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2022 and held it in 3 quarters.
  • Azimuth Capital Investment Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $3.3M in Q2 2022.
  • 254 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2023.

Based on Azimuth Capital Investment Management's 13F filing for Q1 2023, filed 15 May 2023.