CP
IBDQ

Camelot Portfolios’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Camelot Portfolios’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
2022
Q2 		– Sell
-10,000
Closed -$253K – 228
2022
Q1 		$253K Buy
+10,000
New +$258K 0.13% 196

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Camelot Portfolios's IBDQ Position: Q2 2022 in Review

Camelot Portfolios sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q2 2022, closing a stake of 10,000 shares — an estimated $253K sold.

Camelot Portfolios first reported a position in IBDQ in Q1 2022 and held it in 1 quarter. The position peaked at $253K in Q1 2022. 195 funds tracked by Wall St. Rank hold IBDQ as of Q2 2022.

  • Camelot Portfolios reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q2 2022 after selling out during the quarter.
  • Camelot Portfolios sold 10,000 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2022, an estimated $253K.
  • Camelot Portfolios first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2022 and held it in 1 quarter.
  • Camelot Portfolios's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $253K in Q1 2022.
  • 195 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2022.

Based on Camelot Portfolios's 13F filing for Q2 2022, filed 18 Jul 2022.