BWP
IBDQ

BSW Wealth Partners’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

BSW Wealth Partners’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
-8,161
Closed -$203K – 315
2024
Q2 		$203K Hold
8,161
– – 0.03% 279
2024
Q1 		$202K Buy
+8,161
New +$202K 0.03% 286

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

BSW Wealth Partners's IBDQ Position: Q3 2024 in Review

BSW Wealth Partners sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2024, closing a stake of 8,161 shares — an estimated $203K sold.

BSW Wealth Partners first reported a position in IBDQ in Q1 2024 and held it in 2 quarters. The position peaked at $203K in Q2 2024. 363 funds tracked by Wall St. Rank hold IBDQ as of Q3 2024.

  • BSW Wealth Partners reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
  • BSW Wealth Partners sold 8,161 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2024, an estimated $203K.
  • BSW Wealth Partners first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2024 and held it in 2 quarters.
  • BSW Wealth Partners's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $203K in Q2 2024.
  • 363 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2024.

Based on BSW Wealth Partners's 13F filing for Q3 2024, filed 29 Oct 2024.