FPAS
IBDQ

Focus Partners Advisor Solutions’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Focus Partners Advisor Solutions’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
2022
Q4 		– Sell
-8,445
Closed -$204K – 385
2022
Q3 		$204K Hold
8,445
– – 0.01% 379
2022
Q2 		$209K Hold
8,445
– – 0.02% 328
2022
Q1 		$213K Buy
8,445
+95
+1% +$2.45K 0.02% 298
2021
Q4 		$221K Buy
+8,350
New +$222K 0.05% 127

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Focus Partners Advisor Solutions's IBDQ Position: Q4 2022 in Review

Focus Partners Advisor Solutions sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2022, closing a stake of 8,445 shares — an estimated $204K sold.

Focus Partners Advisor Solutions first reported a position in IBDQ in Q4 2021 and held it in 4 quarters. The position peaked at $221K in Q4 2021. 233 funds tracked by Wall St. Rank hold IBDQ as of Q4 2022.

  • Focus Partners Advisor Solutions reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 8,445 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2022, an estimated $204K.
  • Focus Partners Advisor Solutions first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2021 and held it in 4 quarters.
  • Focus Partners Advisor Solutions's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $221K in Q4 2021.
  • 233 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2022.

Based on Focus Partners Advisor Solutions's 13F filing for Q4 2022, filed 14 Feb 2023.