BFO
IBDQ

Biltmore Family Office’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Biltmore Family Office’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
2024
Q3 		– Sell
-560
Closed -$13.9K – 274
2024
Q2 		$13.9K Buy
+560
New +$13.9K ﹤0.01% 224

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Biltmore Family Office's IBDQ Position: Q3 2024 in Review

Biltmore Family Office sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2024, closing a stake of 560 shares — an estimated $13.9K sold.

Biltmore Family Office first reported a position in IBDQ in Q2 2024 and held it in 1 quarter. The position peaked at $13.9K in Q2 2024. 363 funds tracked by Wall St. Rank hold IBDQ as of Q3 2024.

  • Biltmore Family Office reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
  • Biltmore Family Office sold 560 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2024, an estimated $13.9K.
  • Biltmore Family Office first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2024 and held it in 1 quarter.
  • Biltmore Family Office's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $13.9K in Q2 2024.
  • 363 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2024.

Based on Biltmore Family Office's 13F filing for Q3 2024, filed 12 Nov 2024.