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

Azimuth Capital 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
2022 Q1	$6.3M	Sell	249,490 -22,365	-8%	-$577K	0.27%	133
2021 Q4	$7.18M	Buy	271,855 +18,700	+7%	+$497K	0.29%	124
2021 Q3	$6.8M	Buy	253,155 +26,260	+12%	+$708K	0.29%	124
2021 Q2	$6.12M	Buy	226,895 +10,325	+5%	+$279K	0.26%	131
2021 Q1	$5.81M	Buy	216,570 +55,370	+34%	+$1.5M	0.28%	131
2020 Q4	$4.41M	Buy	+161,200	New	+$4.38M	0.22%	141

Other funds holding IBDQ

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Azimuth Capital Management's IBDQ Position: Q1 2022 in Review

Azimuth Capital Management reduced its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 8.2% in Q1 2022, selling an estimated $577K and leaving 249,490 shares worth $6.3M. The position accounts for 0.27% of the portfolio, ranked #133.

Azimuth Capital Management first reported a position in IBDQ in Q4 2020 and has held it in 6 quarters since. The position peaked at $7.18M in Q4 2021. 175 funds tracked by Wall St. Rank hold IBDQ as of Q1 2022.

Azimuth Capital Management held 249,490 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $6.3M as of Q1 2022.
Azimuth Capital Management sold 22,365 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2022, an estimated $577K.
iShares iBonds Dec 2025 Term Corporate ETF made up 0.27% of Azimuth Capital Management's portfolio in Q1 2022, its #133 holding.
Azimuth Capital Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2020 and has held it in 6 quarters since.
Azimuth Capital Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $7.18M in Q4 2021.
175 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2022.

Based on Azimuth Capital Management's 13F filing for Q1 2022, filed 13 May 2022.