FWM
IBDQ

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

Fairhaven 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 		$860K Buy
34,346
+52
+0.2% +$1.3K 0.27% 48
2024
Q3 		$861K Buy
34,294
+2,881
+9% +$71.9K 0.26% 49
2024
Q2 		$781K Buy
31,413
+2,640
+9% +$65.4K 0.26% 49
2024
Q1 		$714K Buy
+28,773
New +$713K 0.25% 49

Other funds holding IBDQ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

Fairhaven Wealth Management increased its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 0.15% in Q4 2024, buying an estimated $1.3K and bringing the position to 34,346 shares worth $860K. The position accounts for 0.27% of the portfolio, ranked #48.

Fairhaven Wealth Management first reported a position in IBDQ in Q1 2024 and has held it in 4 quarters since. The position peaked at $861K in Q3 2024. 389 funds tracked by Wall St. Rank hold IBDQ as of Q4 2024.

  • Fairhaven Wealth Management held 34,346 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $860K as of Q4 2024.
  • Fairhaven Wealth Management bought 52 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2024, an estimated $1.3K.
  • iShares iBonds Dec 2025 Term Corporate ETF made up 0.27% of Fairhaven Wealth Management's portfolio in Q4 2024, its #48 holding.
  • Fairhaven 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.
  • Fairhaven Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $861K in Q3 2024.
  • 389 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.