GI
IBDQ

Gradient Investments’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Gradient Investments’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
2018
Q1 		– Sell
-556
Closed -$14K – 1081
2017
Q4 		$14K Buy
+556
New +$13.9K ﹤0.01% 529

Other funds holding IBDQ

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Gradient Investments's IBDQ Position: Q1 2018 in Review

Gradient Investments sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2018, closing a stake of 556 shares — an estimated $14K sold.

Gradient Investments first reported a position in IBDQ in Q4 2017 and held it in 1 quarter. The position peaked at $14K in Q4 2017. 55 funds tracked by Wall St. Rank hold IBDQ as of Q1 2018.

  • Gradient Investments reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2018 after selling out during the quarter.
  • Gradient Investments sold 556 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2018, an estimated $14K.
  • Gradient Investments first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2017 and held it in 1 quarter.
  • Gradient Investments's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $14K in Q4 2017.
  • 55 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2018.

Based on Gradient Investments's 13F filing for Q1 2018, filed 11 Apr 2018.