Integrated Wealth Management (Palm Desert)’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q1	$204K	Buy	+8,270	New	+$203K	0.07%	252
2016 Q4	–	Sell	-5,682	Closed	-$146K	–	589
2016 Q3	$146K	Buy	5,682 +1,500	+36%	+$38.4K	0.05%	271
2016 Q2	$107K	Hold	4,182	–	–	0.04%	305
2016 Q1	$104K	Buy	4,182 +844	+25%	+$20.4K	0.04%	277
2015 Q4	$80K	Buy	+3,338	New	+$80.5K	0.03%	315

Other funds holding IBDQ

CAI

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s IBDQ Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) opened a new position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2017: 8,270 shares worth $204K. The stake represents 0.07% of the portfolio and ranks #252 among its holdings. This is a return to the name: Integrated Wealth Management (Palm Desert) previously reported a position in IBDQ as recently as Q3 2016.

Integrated Wealth Management (Palm Desert) first reported a position in IBDQ in Q4 2015 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold IBDQ as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 8,270 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $204K as of Q1 2017.
iShares iBonds Dec 2025 Term Corporate ETF was a new Integrated Wealth Management (Palm Desert) position in Q1 2017.
iShares iBonds Dec 2025 Term Corporate ETF made up 0.07% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #252 holding.
Integrated Wealth Management (Palm Desert) first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2015 and has held it in 5 quarters since.
36 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.