GAA
IBDQ

Global Assets Advisory’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Global Assets Advisory’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
2024
Q2 		– Sell
-126,171
Closed -$5.1M – 266
2024
Q1 		$5.1M Buy
+126,171
New +$3.12M 0.23% 86

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Assets Advisory's IBDQ Position: Q2 2024 in Review

Global Assets Advisory sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q2 2024, closing a stake of 126,171 shares — an estimated $5.1M sold.

Global Assets Advisory first reported a position in IBDQ in Q1 2024 and held it in 1 quarter. The position peaked at $5.1M in Q1 2024. 356 funds tracked by Wall St. Rank hold IBDQ as of Q2 2024.

  • Global Assets Advisory reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q2 2024 after selling out during the quarter.
  • Global Assets Advisory sold 126,171 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2024, an estimated $5.1M.
  • Global Assets Advisory first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2024 and held it in 1 quarter.
  • Global Assets Advisory's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $5.1M in Q1 2024.
  • 356 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2024.

Based on Global Assets Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.