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

Cornerstone Wealth Management’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	–	Sell	-21,949	Closed	-$551K	–	588
2024 Q3	$551K	Buy	21,949 +57	+0.3%	+$1.42K	0.04%	331
2024 Q2	$544K	Sell	21,892 -205	-0.9%	-$5.08K	0.04%	316
2024 Q1	$548K	Buy	22,097 +414	+2%	+$10.3K	0.04%	317
2023 Q4	$537K	Buy	21,683 +810	+4%	+$19.8K	0.05%	309
2023 Q3	$509K	Buy	20,873 +2,113	+11%	+$51.5K	0.05%	303
2023 Q2	$457K	Buy	18,760 +1,167	+7%	+$28.6K	0.04%	325
2023 Q1	$432K	Buy	+17,593	New	+$430K	0.04%	306

Other funds holding IBDQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Cornerstone Wealth Management's IBDQ Position: Q4 2024 in Review

Cornerstone Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2024, closing a stake of 21,949 shares — an estimated $551K sold.

Cornerstone Wealth Management first reported a position in IBDQ in Q1 2023 and held it in 7 quarters. The position peaked at $551K in Q3 2024. 390 funds tracked by Wall St. Rank hold IBDQ as of Q4 2024.

Cornerstone Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
Cornerstone Wealth Management sold 21,949 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2024, an estimated $551K.
Cornerstone Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2023 and held it in 7 quarters.
Cornerstone Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $551K in Q3 2024.
390 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2024.

Based on Cornerstone Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.