Knights of Columbus Asset Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Knights of Columbus Asset 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
2024 Q4	–	Sell	-3,921	Closed	-$98.4K	–	400
2024 Q3	$98.4K	Hold	3,921	–	–	0.01%	337
2024 Q2	$97.5K	Sell	3,921 -2,572	-40%	-$63.7K	0.01%	355
2024 Q1	$161K	Buy	6,493 +2,831	+77%	+$70.1K	0.01%	324
2023 Q4	$90.7K	Hold	3,662	–	–	0.01%	349
2023 Q3	$89.2K	Hold	3,662	–	–	0.01%	346
2023 Q2	$89.3K	Hold	3,662	–	–	0.01%	346
2023 Q1	$89.8K	Hold	3,662	–	–	0.01%	329
2022 Q4	$89.1K	Hold	3,662	–	–	0.01%	318
2022 Q3	$88K	Hold	3,662	–	–	0.01%	301
2022 Q2	$90K	Hold	3,662	–	–	0.01%	297
2022 Q1	$92K	Hold	3,662	–	–	0.01%	294
2021 Q4	$97K	Hold	3,662	–	–	0.01%	295
2021 Q3	$98K	Hold	3,662	–	–	0.01%	293
2021 Q2	$99K	Hold	3,662	–	–	0.01%	289
2021 Q1	$98K	Hold	3,662	–	–	0.01%	308
2020 Q4	$100K	Hold	3,662	–	–	0.01%	307
2020 Q3	$99K	Buy	3,662 +612	+20%	+$16.6K	0.01%	298
2020 Q2	$82K	Hold	3,050	–	–	0.01%	313
2020 Q1	$76K	Sell	3,050 -641	-17%	-$16.5K	0.01%	348
2019 Q4	$96K	Buy	+3,691	New	+$95.5K	0.01%	374

Other funds holding IBDQ

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Knights of Columbus Asset Advisors's IBDQ Position: Q4 2024 in Review

Knights of Columbus Asset Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2024, closing a stake of 3,921 shares — an estimated $98.4K sold.

Knights of Columbus Asset Advisors first reported a position in IBDQ in Q4 2019 and held it in 20 quarters. The position peaked at $161K in Q1 2024. 390 funds tracked by Wall St. Rank hold IBDQ as of Q4 2024.

Knights of Columbus Asset Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
Knights of Columbus Asset Advisors sold 3,921 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2024, an estimated $98.4K.
Knights of Columbus Asset Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2019 and held it in 20 quarters.
Knights of Columbus Asset Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $161K in Q1 2024.
390 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2024.

Based on Knights of Columbus Asset Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.