First Allied Advisory Services’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

First Allied Advisory Services’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
2019 Q3	–	Hold	0	–	–	–	1346
2018 Q4	–	Hold	0	–	–	–	547
2018 Q3	–	Hold	0	–	–	–	643
2018 Q2	–	Hold	0	–	–	–	600
2018 Q1	–	Hold	0	–	–	–	637
2017 Q4	–	Hold	0	–	–	–	593
2017 Q3	–	Hold	0	–	–	–	656
2017 Q2	–	Hold	0	–	–	–	669

Other funds holding IBDQ

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

Bank of America

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

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

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

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

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

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

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return