GBWM
IBDQ

Granite Bay Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Granite Bay Wealth 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
2025
Q3 		– Sell
-12,800
Closed -$322K – 83
2025
Q2 		$322K Hold
12,800
– – 0.1% 53
2025
Q1 		$322K Hold
12,800
– – 0.11% 54
2024
Q4 		$321K Sell
12,800
-1,000
-7% -$25.1K 0.12% 57
2024
Q3 		$346K Sell
13,800
-2,000
-13% -$49.9K 0.19% 35
2024
Q2 		$393K Sell
15,800
-26,216
-62% -$649K 0.21% 45
2024
Q1 		$1.04M Sell
42,016
-3,320,992
-99% -$82.2M 0.59% 37
2023
Q4 		$82.4M Sell
3,363,008
-945,432
-22% -$23.2M 0.74% 25
2023
Q3 		$105M Buy
4,308,440
+4,246,640
+6,872% +$104M 1.03% 24
2023
Q2 		$1.51M Buy
61,800
+28,900
+88% +$708K 1.4% 15
2023
Q1 		$807K Buy
+32,900
New +$804K 0.56% 28

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return