JWCA
IBDQ

J.W. Cole Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

J.W. Cole 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
Q4 		– Sell
-13,709
Closed -$331K – 752
2022
Q3 		$331K Buy
+13,709
New +$338K 0.03% 505

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

J.W. Cole Advisors's IBDQ Position: Q4 2022 in Review

J.W. Cole Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2022, closing a stake of 13,709 shares — an estimated $331K sold.

J.W. Cole Advisors first reported a position in IBDQ in Q3 2022 and held it in 1 quarter. The position peaked at $331K in Q3 2022. 233 funds tracked by Wall St. Rank hold IBDQ as of Q4 2022.

  • J.W. Cole Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • J.W. Cole Advisors sold 13,709 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2022, an estimated $331K.
  • J.W. Cole Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2022 and held it in 1 quarter.
  • J.W. Cole Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $331K in Q3 2022.
  • 233 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2022.

Based on J.W. Cole Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.