Iron Gate Global Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Iron Gate Global Advisors’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	-10,308	Closed	-$260K	–	99
2022 Q1	$260K	Sell	10,308 -9,357	-48%	-$241K	0.06%	81
2021 Q4	$519K	Sell	19,665 -70,434	-78%	-$1.87M	0.12%	59
2021 Q3	$2.42M	Buy	90,099 +3,641	+4%	+$98.2K	0.66%	21
2021 Q2	$2.33M	Buy	86,458 +6,878	+9%	+$186K	0.66%	22
2021 Q1	$2.13M	Buy	79,580 +55,017	+224%	+$1.49M	0.68%	22
2020 Q4	$672K	Sell	24,563 -6,640	-21%	-$181K	0.25%	40
2020 Q3	$846K	Buy	31,203 +9,683	+45%	+$263K	0.36%	37
2020 Q2	$581K	Buy	+21,520	New	+$565K	0.28%	41

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

Iron Gate Global Advisors's IBDQ Position: Q2 2022 in Review

Iron Gate Global Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q2 2022, closing a stake of 10,308 shares — an estimated $260K sold.

Iron Gate Global Advisors first reported a position in IBDQ in Q2 2020 and held it in 8 quarters. The position peaked at $2.42M in Q3 2021. 195 funds tracked by Wall St. Rank hold IBDQ as of Q2 2022.

Iron Gate Global Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q2 2022 after selling out during the quarter.
Iron Gate Global Advisors sold 10,308 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2022, an estimated $260K.
Iron Gate Global Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2020 and held it in 8 quarters.
Iron Gate Global Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $2.42M in Q3 2021.
195 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2022.

Based on Iron Gate Global Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.