Butensky & Cohen Financial Security’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Butensky & Cohen Financial Security’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
2017 Q3	–	Sell	-2,033	Closed	-$51K	–	92
2017 Q2	$51K	Buy	2,033 +834	+70%	+$20.8K	0.05%	83
2017 Q1	$30K	Buy	1,199 +409	+52%	+$10K	0.03%	83
2016 Q4	$19K	Buy	790 +331	+72%	+$8.22K	0.02%	87
2016 Q3	$12K	Buy	459 +258	+128%	+$6.61K	0.01%	90
2016 Q2	$5K	Buy	+201	New	+$5.04K	﹤0.01%	97

Other funds holding IBDQ

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

MFWM

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

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Butensky & Cohen Financial Security's IBDQ Position: Q3 2017 in Review

Butensky & Cohen Financial Security sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2017, closing a stake of 2,033 shares — an estimated $51K sold.

Butensky & Cohen Financial Security first reported a position in IBDQ in Q2 2016 and held it in 5 quarters. The position peaked at $51K in Q2 2017. 36 funds tracked by Wall St. Rank hold IBDQ as of Q3 2017.

Butensky & Cohen Financial Security reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2017 after selling out during the quarter.
Butensky & Cohen Financial Security sold 2,033 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2017, an estimated $51K.
Butensky & Cohen Financial Security first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2016 and held it in 5 quarters.
Butensky & Cohen Financial Security's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $51K in Q2 2017.
36 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2017.

Based on Butensky & Cohen Financial Security's 13F filing for Q3 2017, filed 20 Oct 2017.