Bay Rivers Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Bay Rivers Group’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 Q4	–	Sell	-68,801	Closed	-$1.66M	–	61
2022 Q3	$1.66M	Sell	68,801 -458	-0.7%	-$11.3K	1.66%	25
2022 Q2	$1.71M	Sell	69,259 -1,361	-2%	-$33.9K	1.52%	31
2022 Q1	$1.78M	Sell	70,620 -145	-0.2%	-$3.74K	1.28%	31
2021 Q4	$1.87M	Buy	70,765 +2,514	+4%	+$66.8K	1.14%	36
2021 Q3	$1.83M	Buy	68,251 +3,303	+5%	+$89.1K	1.25%	31
2021 Q2	$1.75M	Buy	64,948 +3,378	+5%	+$91.1K	1.24%	31
2021 Q1	$1.65M	Buy	61,570 +11,413	+23%	+$309K	1.28%	30
2020 Q4	$1.37M	Buy	50,157 +29,201	+139%	+$794K	1.15%	33
2020 Q3	$569K	Buy	+20,956	New	+$569K	0.54%	47

Other funds holding IBDQ

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bay Rivers Group's IBDQ Position: Q4 2022 in Review

Bay Rivers Group sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2022, closing a stake of 68,801 shares — an estimated $1.66M sold.

Bay Rivers Group first reported a position in IBDQ in Q3 2020 and held it in 9 quarters. The position peaked at $1.87M in Q4 2021. 233 funds tracked by Wall St. Rank hold IBDQ as of Q4 2022.

Bay Rivers Group reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Bay Rivers Group sold 68,801 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2022, an estimated $1.66M.
Bay Rivers Group first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2020 and held it in 9 quarters.
Bay Rivers Group's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.87M in Q4 2021.
233 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2022.

Based on Bay Rivers Group's 13F filing for Q4 2022, filed 17 Jan 2023.