Kingsview Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Kingsview Wealth 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
2024 Q1	–	Sell	-11,350	Closed	-$281K	–	1035
2023 Q4	$281K	Hold	11,350	–	–	0.01%	792
2023 Q3	$277K	Hold	11,350	–	–	0.01%	780
2023 Q2	$277K	Buy	11,350 +30	+0.3%	+$735	0.01%	766
2023 Q1	$278K	Buy	11,320 +730	+7%	+$17.8K	0.01%	734
2022 Q4	$258K	Buy	+10,590	New	+$257K	0.01%	717

Other funds holding IBDQ

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Kingsview Wealth Management's IBDQ Position: Q1 2024 in Review

Kingsview Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2024, closing a stake of 11,350 shares — an estimated $281K sold.

Kingsview Wealth Management first reported a position in IBDQ in Q4 2022 and held it in 5 quarters. The position peaked at $281K in Q4 2023. 347 funds tracked by Wall St. Rank hold IBDQ as of Q1 2024.

Kingsview Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
Kingsview Wealth Management sold 11,350 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2024, an estimated $281K.
Kingsview Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2022 and held it in 5 quarters.
Kingsview Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $281K in Q4 2023.
347 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2024.

Based on Kingsview Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.