Boston Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Boston Advisors’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 Q3	$645K	Buy	24,938 +840	+3%	+$21.6K	0.03%	430
2019 Q2	$617K	Buy	24,098 +987	+4%	+$24.7K	0.03%	444
2019 Q1	$575K	Buy	23,111 +362	+2%	+$8.8K	0.03%	442
2018 Q4	$537K	Sell	22,749 -766	-3%	-$18.1K	0.03%	441
2018 Q3	$562K	Buy	23,515 +3,145	+15%	+$75.5K	0.02%	467
2018 Q2	$487K	Buy	20,370 +778	+4%	+$18.6K	0.01%	495
2018 Q1	$475K	Buy	19,592 +440	+2%	+$10.8K	0.01%	500
2017 Q4	$479K	Sell	19,152 -145	-0.8%	-$3.63K	0.01%	497
2017 Q3	$485K	Sell	19,297 -1,146	-6%	-$28.8K	0.01%	500
2017 Q2	$511K	Buy	20,443 +2,116	+12%	+$52.7K	0.01%	492
2017 Q1	$452K	Buy	18,327 +2,496	+16%	+$61.2K	0.01%	489
2016 Q4	$385K	Sell	15,831 -10,278	-39%	-$255K	0.01%	519
2016 Q3	$669K	Sell	26,109 -15,458	-37%	-$396K	0.02%	440
2016 Q2	$1.06M	Buy	+41,567	New	+$1.04M	0.03%	341

Other funds holding IBDQ

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Boston Advisors's IBDQ Position: Q3 2019 in Review

Boston Advisors increased its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 3.5% in Q3 2019, buying an estimated $21.6K and bringing the position to 24,938 shares worth $645K. The position accounts for 0.03% of the portfolio, ranked #430.

Boston Advisors first reported a position in IBDQ in Q2 2016 and has held it in 14 quarters since. The position peaked at $1.06M in Q2 2016. 91 funds tracked by Wall St. Rank hold IBDQ as of Q3 2019.

Boston Advisors held 24,938 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $645K as of Q3 2019.
Boston Advisors bought 840 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2019, an estimated $21.6K.
iShares iBonds Dec 2025 Term Corporate ETF made up 0.03% of Boston Advisors's portfolio in Q3 2019, its #430 holding.
Boston Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2016 and has held it in 14 quarters since.
Boston Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.06M in Q2 2016.
91 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.