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

IMA Advisory Services’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 Q1	–	Sell	-20,829	Closed	-$522K	–	343
2024 Q4	$522K	Sell	20,829 -6,337	-23%	-$159K	0.06%	142
2024 Q3	$682K	Sell	27,166 -4,000	-13%	-$99.8K	0.15%	110
2024 Q2	$775K	Sell	31,166 -212,062	-87%	-$5.25M	0.34%	61
2024 Q1	$6.03M	Sell	243,228 -72,468	-23%	-$1.79M	2.85%	10
2023 Q4	$7.82M	Sell	315,696 -65,070	-17%	-$1.59M	3.91%	5
2023 Q3	$9.28M	Sell	380,766 -32,931	-8%	-$803K	2.4%	8
2023 Q2	$10.1M	Buy	413,697 +29,516	+8%	+$723K	2.59%	7
2023 Q1	$9.42M	Buy	384,181 +36,462	+10%	+$891K	2.43%	9
2022 Q4	$8.46M	Buy	347,719 +158,075	+83%	+$3.83M	2.24%	10
2022 Q3	$4.58M	Buy	189,644 +4,223	+2%	+$104K	1.23%	18
2022 Q2	$4.58M	Buy	185,421 +9,122	+5%	+$227K	1.12%	19
2022 Q1	$4.45M	Buy	176,299 +24,308	+16%	+$627K	1.02%	19
2021 Q4	$4.02M	Buy	+151,991	New	+$4.04M	0.89%	28

Other funds holding IBDQ

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

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

IMA Advisory Services's IBDQ Position: Q1 2025 in Review

IMA Advisory Services sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2025, closing a stake of 20,829 shares — an estimated $522K sold.

IMA Advisory Services first reported a position in IBDQ in Q4 2021 and held it in 13 quarters. The position peaked at $10.1M in Q2 2023. 397 funds tracked by Wall St. Rank hold IBDQ as of Q1 2025.

IMA Advisory Services reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
IMA Advisory Services sold 20,829 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2025, an estimated $522K.
IMA Advisory Services first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2021 and held it in 13 quarters.
IMA Advisory Services's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $10.1M in Q2 2023.
397 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2025.

Based on IMA Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.