LCP
IBDQ

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

Legacy Capital Partners’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
2020
Q4 		– Sell
-7,385
Closed -$200K – 137
2020
Q3 		$200K Buy
+7,385
New +$201K 0.08% 133

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CIA
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RW
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SIC
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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy Capital Partners's IBDQ Position: Q4 2020 in Review

Legacy Capital Partners sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2020, closing a stake of 7,385 shares — an estimated $200K sold.

Legacy Capital Partners first reported a position in IBDQ in Q3 2020 and held it in 1 quarter. The position peaked at $200K in Q3 2020. 146 funds tracked by Wall St. Rank hold IBDQ as of Q4 2020.

  • Legacy Capital Partners reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Legacy Capital Partners sold 7,385 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2020, an estimated $200K.
  • Legacy Capital Partners first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2020 and held it in 1 quarter.
  • Legacy Capital Partners's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $200K in Q3 2020.
  • 146 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2020.

Based on Legacy Capital Partners's 13F filing for Q4 2020, filed 2 Feb 2021.