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

BCS 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
2025 Q2	–	Sell	-24,808	Closed	-$624K	–	266
2025 Q1	$624K	Hold	24,808	–	–	0.16%	121
2024 Q4	$621K	Hold	24,808	–	–	0.15%	124
2024 Q3	$623K	Hold	24,808	–	–	0.26%	78
2024 Q2	$617K	Hold	24,808	–	–	0.3%	70
2024 Q1	$615K	Buy	24,808 +12,383	+100%	+$307K	0.2%	110
2023 Q4	$308K	Buy	+12,425	New	+$304K	0.11%	162

Other funds holding IBDQ

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

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

HPC

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

BCS Wealth Management's IBDQ Position: Q2 2025 in Review

BCS Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q2 2025, closing a stake of 24,808 shares — an estimated $624K sold.

BCS Wealth Management first reported a position in IBDQ in Q4 2023 and held it in 6 quarters. The position peaked at $624K in Q1 2025. 392 funds tracked by Wall St. Rank hold IBDQ as of Q2 2025.

BCS Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
BCS Wealth Management sold 24,808 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2025, an estimated $624K.
BCS Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2023 and held it in 6 quarters.
BCS Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $624K in Q1 2025.
392 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2025.

Based on BCS Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.