Estate Counselors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Estate Counselors’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
2021 Q4	–	Sell	-6,350	Closed	-$170K	–	171
2021 Q3	$170K	Sell	6,350 -86,900	-93%	-$2.34M	0.02%	133
2021 Q2	$2.52M	Buy	93,250 +2,050	+2%	+$55.3K	0.33%	52
2021 Q1	$2.45M	Hold	91,200	–	–	0.36%	55
2020 Q4	$2.5M	Sell	91,200 -1,750	-2%	-$47.6K	0.38%	56
2020 Q3	$2.52M	Hold	92,950	–	–	0.39%	52
2020 Q2	$2.51M	Sell	92,950 -90	-0.1%	-$2.36K	0.4%	56
2020 Q1	$2.32M	Sell	93,040 -310	-0.3%	-$7.99K	0.38%	57
2019 Q4	$2.42M	Buy	+93,350	New	+$2.42M	0.36%	60

Other funds holding IBDQ

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Estate Counselors's IBDQ Position: Q4 2021 in Review

Estate Counselors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2021, closing a stake of 6,350 shares — an estimated $170K sold.

Estate Counselors first reported a position in IBDQ in Q4 2019 and held it in 8 quarters. The position peaked at $2.52M in Q3 2020. 174 funds tracked by Wall St. Rank hold IBDQ as of Q4 2021.

Estate Counselors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Estate Counselors sold 6,350 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2021, an estimated $170K.
Estate Counselors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2019 and held it in 8 quarters.
Estate Counselors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $2.52M in Q3 2020.
174 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2021.

Based on Estate Counselors's 13F filing for Q4 2021, filed 14 Feb 2022.