LSA
IBDQ

L & S Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

L & S 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
Q1 		– Sell
-10,358
Closed -$256K – 343
2023
Q4 		$256K Sell
10,358
-120
-1% -$2.94K 0.03% 270
2023
Q3 		$255K Sell
10,478
-1,791
-15% -$43.7K 0.04% 257
2023
Q2 		$299K Sell
12,269
-5,452
-31% -$133K 0.04% 252
2023
Q1 		$435K Buy
+17,721
New +$433K 0.06% 224

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

L & S Advisors's IBDQ Position: Q1 2024 in Review

L & S Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2024, closing a stake of 10,358 shares — an estimated $256K sold.

L & S Advisors first reported a position in IBDQ in Q1 2023 and held it in 4 quarters. The position peaked at $435K in Q1 2023. 347 funds tracked by Wall St. Rank hold IBDQ as of Q1 2024.

  • L & S Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
  • L & S Advisors sold 10,358 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2024, an estimated $256K.
  • L & S Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2023 and held it in 4 quarters.
  • L & S Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $435K in Q1 2023.
  • 347 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2024.

Based on L & S Advisors's 13F filing for Q1 2024, filed 10 May 2024.