ECM
IBDQ

Exchange Capital Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Exchange Capital 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
2025
Q2 		$1.19M Sell
47,115
-12,722
-21% -$320K 0.18% 119
2025
Q1 		$1.5M Buy
59,837
+4,061
+7% +$102K 0.24% 101
2024
Q4 		$1.4M Buy
55,776
+2,944
+6% +$73.8K 0.22% 105
2024
Q3 		$1.33M Buy
52,832
+3,610
+7% +$90.1K 0.21% 108
2024
Q2 		$1.22M Sell
49,222
-558
-1% -$13.8K 0.2% 113
2024
Q1 		$1.24M Buy
49,780
+7,347
+17% +$182K 0.2% 111
2023
Q4 		$1.05M Hold
42,433
– – 0.19% 110
2023
Q3 		$1.03M Hold
42,433
– – 0.2% 111
2023
Q2 		$1.03M Sell
42,433
-1,217
-3% -$29.8K 0.19% 110
2023
Q1 		$1.07M Sell
43,650
-382
-0.9% -$9.34K 0.22% 105
2022
Q4 		$1.07M Buy
44,032
+776
+2% +$18.8K 0.23% 103
2022
Q3 		$1.04M Sell
43,256
-460
-1% -$11.3K 0.24% 102
2022
Q2 		$1.08M Sell
43,716
-570
-1% -$14.2K 0.24% 103
2022
Q1 		$1.12M Sell
44,286
-1,254
-3% -$32.4K 0.21% 108
2021
Q4 		$1.2M Buy
45,540
+563
+1% +$15K 0.22% 109
2021
Q3 		$1.21M Sell
44,977
-644
-1% -$17.4K 0.23% 106
2021
Q2 		$1.23M Sell
45,621
-306
-0.7% -$8.26K 0.24% 106
2021
Q1 		$1.23M Sell
45,927
-107
-0.2% -$2.9K 0.26% 98
2020
Q4 		$1.26M Sell
46,034
-45
-0.1% -$1.22K 0.28% 88
2020
Q3 		$1.25M Buy
46,079
+270
+0.6% +$7.33K 0.32% 85
2020
Q2 		$1.24M Sell
45,809
-757
-2% -$19.9K 0.34% 83
2020
Q1 		$1.16M Sell
46,566
-1,861
-4% -$48K 0.38% 75
2019
Q4 		$1.26M Buy
48,427
+772
+2% +$20K 0.32% 80
2019
Q3 		$1.23M Buy
47,655
+1,896
+4% +$48.7K 0.32% 84
2019
Q2 		$1.17M Buy
45,759
+3,010
+7% +$75.3K 0.32% 88
2019
Q1 		$1.06M Buy
42,749
+1,498
+4% +$36.4K 0.3% 90
2018
Q4 		$974K Buy
41,251
+1,853
+5% +$43.8K 0.32% 92
2018
Q3 		$942K Buy
39,398
+1,179
+3% +$28.3K 0.27% 94
2018
Q2 		$915K Buy
38,219
+2,515
+7% +$60.2K 0.27% 91
2018
Q1 		$867K Buy
35,704
+7,585
+27% +$185K 0.27% 91
2017
Q4 		$704K Buy
28,119
+5,293
+23% +$133K 0.22% 104
2017
Q3 		$574K Buy
22,826
+19,989
+705% +$502K 0.19% 100
2017
Q2 		$71K Buy
+2,837
New +$70.7K 0.02% 124

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Exchange Capital Management's IBDQ Position: Q2 2025 in Review

Exchange Capital Management reduced its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 21% in Q2 2025, selling an estimated $320K and leaving 47,115 shares worth $1.19M. The position accounts for 0.18% of the portfolio, ranked #119.

Exchange Capital Management first reported a position in IBDQ in Q2 2017 and has held it in 33 quarters since. The position peaked at $1.5M in Q1 2025. 393 funds tracked by Wall St. Rank hold IBDQ as of Q2 2025.

  • Exchange Capital Management held 47,115 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $1.19M as of Q2 2025.
  • Exchange Capital Management sold 12,722 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2025, an estimated $320K.
  • iShares iBonds Dec 2025 Term Corporate ETF made up 0.18% of Exchange Capital Management's portfolio in Q2 2025, its #119 holding.
  • Exchange Capital Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2017 and has held it in 33 quarters since.
  • Exchange Capital Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.5M in Q1 2025.
  • 393 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.