Karp Capital Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Karp Capital Management’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	-919,712	Closed	-$22.2M	–	43
2022 Q3	$22.2M	Sell	919,712 -40,394	-4%	-$997K	4.54%	3
2022 Q2	$23.7M	Buy	+960,106	New	+$23.9M	4.19%	1
2021 Q4	–	Sell	-698,505	Closed	-$18.8M	–	169
2021 Q3	$18.8M	Buy	698,505 +202,344	+41%	+$5.46M	2.64%	2
2021 Q2	$13.4M	Buy	+496,161	New	+$13.4M	1.98%	10

Other funds holding IBDQ

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Karp Capital Management's IBDQ Position: Q4 2022 in Review

Karp Capital Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2022, closing a stake of 919,712 shares — an estimated $22.2M sold.

Karp Capital Management first reported a position in IBDQ in Q2 2021 and held it in 4 quarters. The position peaked at $23.7M in Q2 2022. 233 funds tracked by Wall St. Rank hold IBDQ as of Q4 2022.

Karp Capital Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Karp Capital Management sold 919,712 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2022, an estimated $22.2M.
Karp Capital Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2021 and held it in 4 quarters.
Karp Capital Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $23.7M in Q2 2022.
233 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.