EWM
IBDQ

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

Executive 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 		$3.78M Buy
150,720
+43,858
+41% +$1.1M 0.3% 86
2024
Q3 		$2.68M Buy
106,862
+80,102
+299% +$2M 0.21% 104
2024
Q2 		$665K Buy
26,760
+13,357
+100% +$331K 0.12% 68
2024
Q1 		$331K Buy
+13,403
New +$332K 0.03% 188

Other funds holding IBDQ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

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

Executive Wealth Management increased its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 41% in Q4 2024, buying an estimated $1.1M and bringing the position to 150,720 shares worth $3.78M. The position accounts for 0.3% of the portfolio, ranked #86.

Executive Wealth Management first reported a position in IBDQ in Q1 2024 and has held it in 4 quarters since. 389 funds tracked by Wall St. Rank hold IBDQ as of Q4 2024.

  • Executive Wealth Management held 150,720 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $3.78M as of Q4 2024.
  • Executive Wealth Management bought 43,858 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2024, an estimated $1.1M.
  • iShares iBonds Dec 2025 Term Corporate ETF made up 0.3% of Executive Wealth Management's portfolio in Q4 2024, its #86 holding.
  • Executive Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2024 and has held it in 4 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.