Crescent Grove Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Crescent Grove 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
2025 Q1	–	Sell	-26,937	Closed	-$675K	–	278
2024 Q4	$675K	Hold	26,937	–	–	0.07%	140
2024 Q3	$676K	Hold	26,937	–	–	0.07%	144
2024 Q2	$670K	Sell	26,937 -302	-1%	-$7.48K	0.07%	138
2024 Q1	$676K	Hold	27,239	–	–	0.07%	148
2023 Q4	$674K	Buy	+27,239	New	+$667K	0.08%	141

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

HPC

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

SVWAG

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

Crescent Grove Advisors's IBDQ Position: Q1 2025 in Review

Crescent Grove Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2025, closing a stake of 26,937 shares — an estimated $675K sold.

Crescent Grove Advisors first reported a position in IBDQ in Q4 2023 and held it in 5 quarters. The position peaked at $676K in Q3 2024. 397 funds tracked by Wall St. Rank hold IBDQ as of Q1 2025.

Crescent Grove Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
Crescent Grove Advisors sold 26,937 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2025, an estimated $675K.
Crescent Grove Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2023 and held it in 5 quarters.
Crescent Grove Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $676K in Q3 2024.
397 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2025.

Based on Crescent Grove Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.