Freedom Investment Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Freedom Investment 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
2022 Q1	–	Sell	-52,501	Closed	-$1.39M	–	859
2021 Q4	$1.39M	Sell	52,501 -42,621	-45%	-$1.13M	0.1%	264
2021 Q3	$2.55M	Buy	95,122 +2,808	+3%	+$75.7K	0.2%	128
2021 Q2	$2.49M	Buy	92,314 +3,110	+3%	+$83.9K	0.19%	129
2021 Q1	$2.39M	Buy	+89,204	New	+$2.42M	0.19%	127

Other funds holding IBDQ

ACA

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

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 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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Freedom Investment Management's IBDQ Position: Q1 2022 in Review

Freedom Investment Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2022, closing a stake of 52,501 shares — an estimated $1.39M sold.

Freedom Investment Management first reported a position in IBDQ in Q1 2021 and held it in 4 quarters. The position peaked at $2.55M in Q3 2021. 175 funds tracked by Wall St. Rank hold IBDQ as of Q1 2022.

Freedom Investment Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
Freedom Investment Management sold 52,501 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2022, an estimated $1.39M.
Freedom Investment Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2021 and held it in 4 quarters.
Freedom Investment Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $2.55M in Q3 2021.
175 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2022.

Based on Freedom Investment Management's 13F filing for Q1 2022, filed 16 May 2022.