BCM
IBDQ

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

Bluefin 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
2019
Q4 		– Sell
-83,159
Closed -$2.15M – 663
2019
Q3 		$2.15M Buy
+83,159
New +$2.14M 0.31% 58
2017
Q2 		– Hold
0
– – – 101

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bluefin Capital Management's IBDQ Position: Q4 2019 in Review

Bluefin Capital Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2019, closing a stake of 83,159 shares — an estimated $2.15M sold.

Bluefin Capital Management first reported a position in IBDQ in Q3 2019 and held it in 1 quarter. The position peaked at $2.15M in Q3 2019. 107 funds tracked by Wall St. Rank hold IBDQ as of Q4 2019.

  • Bluefin Capital Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Bluefin Capital Management sold 83,159 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2019, an estimated $2.15M.
  • Bluefin Capital Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2019 and held it in 1 quarter.
  • Bluefin Capital Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $2.15M in Q3 2019.
  • 107 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2019.

Based on Bluefin Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.