COI
IBDQ

Capital One Investing’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Capital One Investing’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 		– Sell
-105,255
Closed -$2.71M – 37
2019
Q2 		$2.7M Sell
105,255
-514
-0.5% -$12.9K 0.66% 38
2019
Q1 		$2.63M Buy
105,769
+21,878
+26% +$532K 0.7% 34
2018
Q4 		$1.98M Buy
+83,891
New +$1.98M 0.7% 32

Other funds holding IBDQ

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
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
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
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Capital One Investing's IBDQ Position: Q3 2019 in Review

Capital One Investing sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2019, closing a stake of 105,255 shares — an estimated $2.71M sold.

Capital One Investing first reported a position in IBDQ in Q4 2018 and held it in 3 quarters. The position peaked at $2.7M in Q2 2019. 91 funds tracked by Wall St. Rank hold IBDQ as of Q3 2019.

  • Capital One Investing reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
  • Capital One Investing sold 105,255 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2019, an estimated $2.71M.
  • Capital One Investing first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2018 and held it in 3 quarters.
  • Capital One Investing's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $2.7M in Q2 2019.
  • 91 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2019.

Based on Capital One Investing's 13F filing for Q3 2019, filed 14 Nov 2019.