HCM
IBDQ

Harvey Capital Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Harvey Capital 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
2017
Q3 		– Sell
-19,400
Closed -$484K – 82
2017
Q2 		$484K Hold
19,400
– – 0.21% 63
2017
Q1 		$478K Hold
19,400
– – 0.21% 60
2016
Q4 		$472K Sell
19,400
-400
-2% -$9.94K 0.22% 57
2016
Q3 		$507K Buy
+19,800
New +$507K 0.16% 54

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
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Harvey Capital Management's IBDQ Position: Q3 2017 in Review

Harvey Capital Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2017, closing a stake of 19,400 shares — an estimated $484K sold.

Harvey Capital Management first reported a position in IBDQ in Q3 2016 and held it in 4 quarters. The position peaked at $507K in Q3 2016. 36 funds tracked by Wall St. Rank hold IBDQ as of Q3 2017.

  • Harvey Capital Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2017 after selling out during the quarter.
  • Harvey Capital Management sold 19,400 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2017, an estimated $484K.
  • Harvey Capital Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2016 and held it in 4 quarters.
  • Harvey Capital Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $507K in Q3 2016.
  • 36 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2017.

Based on Harvey Capital Management's 13F filing for Q3 2017, filed 8 Nov 2017.