Harris Associates
IBDQ

Harris Associates’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Harris Associates’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
Q1 		– Sell
-20,114
Closed -$498K – 138
2023
Q4 		$498K Buy
+20,114
New +$493K ﹤0.01% 128

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HPC
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Mercer Global Advisors
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Envestnet Asset Management
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CAI
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harris Associates's IBDQ Position: Q1 2024 in Review

Harris Associates sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2024, closing a stake of 20,114 shares — an estimated $498K sold.

Harris Associates first reported a position in IBDQ in Q4 2023 and held it in 1 quarter. The position peaked at $498K in Q4 2023. 347 funds tracked by Wall St. Rank hold IBDQ as of Q1 2024.

  • Harris Associates reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
  • Harris Associates sold 20,114 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2024, an estimated $498K.
  • Harris Associates first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2023 and held it in 1 quarter.
  • Harris Associates's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $498K in Q4 2023.
  • 347 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2024.

Based on Harris Associates's 13F filing for Q1 2024, filed 15 May 2024.