Cornerstone Planning’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Cornerstone Planning’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 Q4	$17.9M	Buy	+715,929	New	+$17.9M	6.85%	2

Other funds holding IBDQ

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Cornerstone Planning's IBDQ Position: Q4 2024 in Review

Cornerstone Planning opened a new position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2024: 715,929 shares worth $17.9M. The stake represents 6.85% of the portfolio and ranks #2 among its holdings.

389 funds tracked by Wall St. Rank hold IBDQ as of Q4 2024.

Cornerstone Planning held 715,929 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $17.9M as of Q4 2024.
iShares iBonds Dec 2025 Term Corporate ETF was a new Cornerstone Planning position in Q4 2024.
iShares iBonds Dec 2025 Term Corporate ETF made up 6.85% of Cornerstone Planning's portfolio in Q4 2024, its #2 holding.
389 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2024.

Based on Cornerstone Planning's 13F filing for Q4 2024, filed 1 Apr 2025.