Clean Yield Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Clean Yield Group’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	-298	Closed	-$8K	–	443
2022 Q1	$8K	Hold	298	–	–	﹤0.01%	373
2021 Q4	$8K	Hold	298	–	–	﹤0.01%	387
2021 Q3	$8K	Hold	298	–	–	﹤0.01%	396
2021 Q2	$8K	Buy	+298	New	+$8.04K	﹤0.01%	389
2021 Q1	–	Sell	-298	Closed	-$8K	–	244
2020 Q4	$8K	Hold	298	–	–	﹤0.01%	361
2020 Q3	$8K	Hold	298	–	–	﹤0.01%	320
2020 Q2	$8K	Hold	298	–	–	﹤0.01%	302
2020 Q1	$7K	Hold	298	–	–	﹤0.01%	327
2019 Q4	$8K	Hold	298	–	–	﹤0.01%	312
2019 Q3	$8K	Hold	298	–	–	﹤0.01%	300
2019 Q2	$8K	Buy	+298	New	+$7.46K	﹤0.01%	301

Other funds holding IBDQ

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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 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

Clean Yield Group's IBDQ Position: Q2 2022 in Review

Clean Yield Group sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q2 2022, closing a stake of 298 shares — an estimated $8K sold.

Clean Yield Group first reported a position in IBDQ in Q2 2019 and held it in 11 quarters. The position peaked at $8K in Q1 2022. 195 funds tracked by Wall St. Rank hold IBDQ as of Q2 2022.

Clean Yield Group reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q2 2022 after selling out during the quarter.
Clean Yield Group sold 298 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2022, an estimated $8K.
Clean Yield Group first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2019 and held it in 11 quarters.
Clean Yield Group's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $8K in Q1 2022.
195 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2022.

Based on Clean Yield Group's 13F filing for Q2 2022, filed 18 Jul 2022.