KC
IBDQ

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

KHP Capital’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
2018
Q3 		$1.93M Buy
80,615
+6,748
+9% +$162K 1.18% 18
2018
Q2 		$1.77M Buy
73,867
+7,965
+12% +$191K 1.15% 18
2018
Q1 		$1.6M Buy
65,902
+5,429
+9% +$133K 1.11% 18
2017
Q4 		$1.51M Buy
+60,473
New +$1.52M 1.1% 18

Other funds holding IBDQ

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

KHP Capital's IBDQ Position: Q3 2018 in Review

KHP Capital increased its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 9.1% in Q3 2018, buying an estimated $162K and bringing the position to 80,615 shares worth $1.93M. The position accounts for 1.18% of the portfolio, ranked #18.

KHP Capital first reported a position in IBDQ in Q4 2017 and has held it in 4 quarters since. 64 funds tracked by Wall St. Rank hold IBDQ as of Q3 2018.

  • KHP Capital held 80,615 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $1.93M as of Q3 2018.
  • KHP Capital bought 6,748 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2018, an estimated $162K.
  • iShares iBonds Dec 2025 Term Corporate ETF made up 1.18% of KHP Capital's portfolio in Q3 2018, its #18 holding.
  • KHP Capital first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2017 and has held it in 4 quarters since.
  • 64 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2018.

Based on KHP Capital's 13F filing for Q3 2018, filed 8 Nov 2018.