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

Baystate 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
2023 Q4	$110K	Sell	4,423 -6	-0.1%	-$147	0.01%	265
2023 Q3	$108K	Buy	4,429 +16	+0.4%	+$390	0.01%	247
2023 Q2	$108K	Buy	4,413 +15	+0.3%	+$367	0.01%	248
2023 Q1	$108K	Buy	4,398 +10	+0.2%	+$244	0.01%	242
2022 Q4	$107K	Buy	4,388 +4,212	+2,393%	+$102K	0.01%	248
2022 Q3	$4K	Buy	+176	New	+$4.34K	﹤0.01%	662

Other funds holding IBDQ

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

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CAI

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baystate Wealth Management's IBDQ Position: Q4 2023 in Review

Baystate Wealth Management reduced its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 0.14% in Q4 2023, selling an estimated $147 and leaving 4,423 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #265.

Baystate Wealth Management first reported a position in IBDQ in Q3 2022 and has held it in 6 quarters since. 325 funds tracked by Wall St. Rank hold IBDQ as of Q4 2023.

Baystate Wealth Management held 4,423 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $110K as of Q4 2023.
Baystate Wealth Management sold 6 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2023, an estimated $147.
iShares iBonds Dec 2025 Term Corporate ETF made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #265 holding.
Baystate Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2022 and has held it in 6 quarters since.
325 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.