IFG Advisory’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

IFG Advisory’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
2022 Q2	–	Sell	-10,456	Closed	-$264K	–	491
2022 Q1	$264K	Sell	10,456 -5,045	-33%	-$130K	0.03%	425
2021 Q4	$409K	Sell	15,501 -2,927	-16%	-$77.8K	0.04%	341
2021 Q3	$494K	Sell	18,428 -1,981	-10%	-$53.4K	0.05%	292
2021 Q2	$550K	Sell	20,409 -23,155	-53%	-$625K	0.06%	273
2021 Q1	$1.17M	Buy	+43,564	New	+$1.18M	0.15%	168

Other funds holding IBDQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IFG Advisory's IBDQ Position: Q2 2022 in Review

IFG Advisory sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q2 2022, closing a stake of 10,456 shares — an estimated $264K sold.

IFG Advisory first reported a position in IBDQ in Q1 2021 and held it in 5 quarters. The position peaked at $1.17M in Q1 2021. 195 funds tracked by Wall St. Rank hold IBDQ as of Q2 2022.

IFG Advisory reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q2 2022 after selling out during the quarter.
IFG Advisory sold 10,456 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2022, an estimated $264K.
IFG Advisory first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2021 and held it in 5 quarters.
IFG Advisory's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.17M in Q1 2021.
195 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2022.

Based on IFG Advisory's 13F filing for Q2 2022, filed 4 Aug 2022.