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

Childress Capital 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
2024 Q3	–	Sell	-9,435	Closed	-$235K	–	236
2024 Q2	$235K	Hold	9,435	–	–	0.07%	184
2024 Q1	$234K	Buy	9,435 +352	+4%	+$8.72K	0.07%	183
2023 Q4	$225K	Sell	9,083 -24	-0.3%	-$588	0.07%	183
2023 Q3	$222K	Buy	+9,107	New	+$222K	0.07%	159
2022 Q1	–	Sell	-7,917	Closed	-$209K	–	187
2021 Q4	$209K	Sell	7,917 -1,944	-20%	-$51.7K	0.09%	164
2021 Q3	$264K	Hold	9,861	–	–	0.11%	151
2021 Q2	$266K	Hold	9,861	–	–	0.12%	130
2021 Q1	$264K	Buy	+9,861	New	+$267K	0.12%	131

Other funds holding IBDQ

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

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

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 Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Childress Capital Advisors's IBDQ Position: Q3 2024 in Review

Childress Capital Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2024, closing a stake of 9,435 shares — an estimated $235K sold.

Childress Capital Advisors first reported a position in IBDQ in Q1 2021 and held it in 8 quarters. The position peaked at $266K in Q2 2021. 363 funds tracked by Wall St. Rank hold IBDQ as of Q3 2024.

Childress Capital Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
Childress Capital Advisors sold 9,435 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2024, an estimated $235K.
Childress Capital Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2021 and held it in 8 quarters.
Childress Capital Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $266K in Q2 2021.
363 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2024.

Based on Childress Capital Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.