GP
IBDQ

Geneva Partners’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Geneva Partners’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
2023
Q2 		– Sell
-10,296
Closed -$253K – 80
2023
Q1 		$253K Sell
10,296
-12,628
-55% -$309K 0.22% 59
2022
Q4 		$558K Sell
22,924
-759
-3% -$18.4K 0.53% 37
2022
Q3 		$571K Sell
23,683
-47,898
-67% -$1.18M 0.65% 35
2022
Q2 		$1.77M Buy
+71,581
New +$1.78M 1.74% 23

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Geneva Partners's IBDQ Position: Q2 2023 in Review

Geneva Partners sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q2 2023, closing a stake of 10,296 shares — an estimated $253K sold.

Geneva Partners first reported a position in IBDQ in Q2 2022 and held it in 4 quarters. The position peaked at $1.77M in Q2 2022. 261 funds tracked by Wall St. Rank hold IBDQ as of Q2 2023.

  • Geneva Partners reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q2 2023 after selling out during the quarter.
  • Geneva Partners sold 10,296 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2023, an estimated $253K.
  • Geneva Partners first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2022 and held it in 4 quarters.
  • Geneva Partners's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.77M in Q2 2022.
  • 261 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2023.

Based on Geneva Partners's 13F filing for Q2 2023, filed 3 Aug 2023.