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IBDQ

FCG Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

FCG Advisors’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
2020
Q3 		$333K Buy
12,261
+73
+0.6% +$1.98K 0.08% 131
2020
Q2 		$329K Buy
12,188
+88
+0.7% +$2.31K 0.09% 105
2020
Q1 		$302K Buy
12,100
+325
+3% +$8.38K 0.09% 103
2019
Q4 		$305K Buy
11,775
+120
+1% +$3.1K 0.09% 122
2019
Q3 		$302K Buy
11,655
+95
+0.8% +$2.44K 0.09% 115
2019
Q2 		$296K Buy
11,560
+98
+0.9% +$2.45K 0.09% 114
2019
Q1 		$285K Buy
+11,462
New +$279K 0.09% 115

Other funds holding IBDQ

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
TCOK
Trust Company of Kansas Wichita, Kansas $181M AUM 25.76% 1-Year Est. Return

FCG Advisors's IBDQ Position: Q3 2020 in Review

FCG Advisors increased its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 0.6% in Q3 2020, buying an estimated $1.98K and bringing the position to 12,261 shares worth $333K. The position accounts for 0.08% of the portfolio, ranked #131.

FCG Advisors first reported a position in IBDQ in Q1 2019 and has held it in 7 quarters since. 126 funds tracked by Wall St. Rank hold IBDQ as of Q3 2020.

  • FCG Advisors held 12,261 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $333K as of Q3 2020.
  • FCG Advisors bought 73 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2020, an estimated $1.98K.
  • iShares iBonds Dec 2025 Term Corporate ETF made up 0.08% of FCG Advisors's portfolio in Q3 2020, its #131 holding.
  • FCG Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2019 and has held it in 7 quarters since.
  • 126 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2020.

Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.