CG
IBDQ

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

Colony 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
2023
Q3 		$299K Buy
+12,288
New +$300K ﹤0.01% 639

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Colony Group's IBDQ Position: Q3 2023 in Review

Colony Group opened a new position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2023: 12,288 shares worth $299K. The stake represents ﹤0.01% of the portfolio and ranks #639 among its holdings.

280 funds tracked by Wall St. Rank hold IBDQ as of Q3 2023.

  • Colony Group held 12,288 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $299K as of Q3 2023.
  • iShares iBonds Dec 2025 Term Corporate ETF was a new Colony Group position in Q3 2023.
  • iShares iBonds Dec 2025 Term Corporate ETF made up ﹤0.01% of Colony Group's portfolio in Q3 2023, its #639 holding.
  • 280 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2023.

Based on Colony Group's 13F filing for Q3 2023, filed 14 Nov 2023.