KTC
IBDQ

Kistler-Tiffany Companies’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Kistler-Tiffany Companies’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
2023
Q2 		$531K Sell
21,800
-1,800
-8% -$44.1K 0.09% 184
2023
Q1 		$579K Sell
23,600
-1,500
-6% -$36.7K 0.11% 140
2022
Q4 		$610K Sell
25,100
-31,626
-56% -$766K 0.13% 124
2022
Q3 		$1.37M Buy
56,726
+6,139
+12% +$151K 0.31% 59
2022
Q2 		$1.25M Buy
+50,587
New +$1.26M 0.27% 65

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Kistler-Tiffany Companies's IBDQ Position: Q2 2023 in Review

Kistler-Tiffany Companies reduced its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 7.6% in Q2 2023, selling an estimated $44.1K and leaving 21,800 shares worth $531K. The position accounts for 0.09% of the portfolio, ranked #184.

Kistler-Tiffany Companies first reported a position in IBDQ in Q2 2022 and has held it in 5 quarters since. The position peaked at $1.37M in Q3 2022. 261 funds tracked by Wall St. Rank hold IBDQ as of Q2 2023.

  • Kistler-Tiffany Companies held 21,800 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $531K as of Q2 2023.
  • Kistler-Tiffany Companies sold 1,800 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2023, an estimated $44.1K.
  • iShares iBonds Dec 2025 Term Corporate ETF made up 0.09% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #184 holding.
  • Kistler-Tiffany Companies first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2022 and has held it in 5 quarters since.
  • Kistler-Tiffany Companies's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.37M in Q3 2022.
  • 261 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.