GGI
IBDQ

Godsey & Gibb Inc’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Godsey & Gibb Inc’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
-1,500
Closed -$37.2K – 421
2024
Q1 		$37.2K Sell
1,500
-95
-6% -$2.35K ﹤0.01% 185
2023
Q4 		$39.5K Sell
1,595
-6,180
-79% -$151K ﹤0.01% 180
2023
Q3 		$189K Sell
7,775
-11,215
-59% -$274K 0.02% 103
2023
Q2 		$463K Sell
18,990
-5,425
-22% -$133K 0.05% 69
2023
Q1 		$599K Sell
24,415
-48,496
-67% -$1.19M 0.07% 57
2022
Q4 		$1.77M Buy
+72,911
New +$1.77M 0.34% 29
2021
Q2 		– Sell
-147,035
Closed -$3.94M – 123
2021
Q1 		$3.94M Sell
147,035
-10,115
-6% -$274K 0.49% 44
2020
Q4 		$4.3M Sell
157,150
-2,575
-2% -$70K 0.58% 43
2020
Q3 		$4.33M Sell
159,725
-14,280
-8% -$388K 0.65% 43
2020
Q2 		$4.7M Sell
174,005
-11,635
-6% -$305K 0.75% 42
2020
Q1 		$4.63M Buy
185,640
+58,285
+46% +$1.5M 0.88% 38
2019
Q4 		$3.3M Buy
+127,355
New +$3.3M 0.46% 44

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Godsey & Gibb Inc's IBDQ Position: Q2 2024 in Review

Godsey & Gibb Inc sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q2 2024, closing a stake of 1,500 shares — an estimated $37.2K sold.

Godsey & Gibb Inc first reported a position in IBDQ in Q4 2019 and held it in 12 quarters. The position peaked at $4.7M in Q2 2020. 356 funds tracked by Wall St. Rank hold IBDQ as of Q2 2024.

  • Godsey & Gibb Inc reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q2 2024 after selling out during the quarter.
  • Godsey & Gibb Inc sold 1,500 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2024, an estimated $37.2K.
  • Godsey & Gibb Inc first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2019 and held it in 12 quarters.
  • Godsey & Gibb Inc's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $4.7M in Q2 2020.
  • 356 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2024.

Based on Godsey & Gibb Inc's 13F filing for Q2 2024, filed 23 Jul 2024.