FFA
IBDQ

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

Fragasso Financial 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
2022
Q3 		– Sell
-8,192
Closed -$202K – 183
2022
Q2 		$202K Buy
+8,192
New +$204K 0.03% 179

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Fragasso Financial Advisors's IBDQ Position: Q3 2022 in Review

Fragasso Financial Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2022, closing a stake of 8,192 shares — an estimated $202K sold.

Fragasso Financial Advisors first reported a position in IBDQ in Q2 2022 and held it in 1 quarter. The position peaked at $202K in Q2 2022. 206 funds tracked by Wall St. Rank hold IBDQ as of Q3 2022.

  • Fragasso Financial Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2022 after selling out during the quarter.
  • Fragasso Financial Advisors sold 8,192 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2022, an estimated $202K.
  • Fragasso Financial Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2022 and held it in 1 quarter.
  • Fragasso Financial Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $202K in Q2 2022.
  • 206 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2022.

Based on Fragasso Financial Advisors's 13F filing for Q3 2022, filed 13 Oct 2022.