Delap Wealth Advisory’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Delap Wealth Advisory’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 Q3	–	Sell	-16,700	Closed	-$415K	–	83
2024 Q2	$415K	Buy	16,700 +8,350	+100%	+$207K	0.19%	56
2024 Q1	$207K	Sell	8,350 -8,350	-50%	-$207K	0.08%	237
2023 Q4	$413K	Buy	16,700 +8,350	+100%	+$205K	0.19%	57
2023 Q3	$203K	Hold	8,350	–	–	0.2%	52
2023 Q2	$204K	Hold	8,350	–	–	0.2%	49
2023 Q1	$205K	Hold	8,350	–	–	0.21%	52
2022 Q4	$203K	Buy	+8,350	New	+$202K	0.21%	66

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SVWAG

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Delap Wealth Advisory's IBDQ Position: Q3 2024 in Review

Delap Wealth Advisory sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2024, closing a stake of 16,700 shares — an estimated $415K sold.

Delap Wealth Advisory first reported a position in IBDQ in Q4 2022 and held it in 7 quarters. The position peaked at $415K in Q2 2024. 363 funds tracked by Wall St. Rank hold IBDQ as of Q3 2024.

Delap Wealth Advisory reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
Delap Wealth Advisory sold 16,700 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2024, an estimated $415K.
Delap Wealth Advisory first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2022 and held it in 7 quarters.
Delap Wealth Advisory's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $415K in Q2 2024.
363 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2024.

Based on Delap Wealth Advisory's 13F filing for Q3 2024, filed 12 Nov 2024.