Little House Capital’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Little House Capital’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
2022 Q2	–	Sell	-23,796	Closed	-$601K	–	126
2022 Q1	$601K	Sell	23,796 -3,911	-14%	-$101K	0.31%	86
2021 Q4	$732K	Sell	27,707 -425	-2%	-$11.3K	0.39%	80
2021 Q3	$755K	Sell	28,132 -543	-2%	-$14.6K	0.44%	69
2021 Q2	$774K	Buy	+28,675	New	+$774K	0.42%	76

Other funds holding IBDQ

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

CAI

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Little House Capital's IBDQ Position: Q2 2022 in Review

Little House Capital sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q2 2022, closing a stake of 23,796 shares — an estimated $601K sold.

Little House Capital first reported a position in IBDQ in Q2 2021 and held it in 4 quarters. The position peaked at $774K in Q2 2021. 195 funds tracked by Wall St. Rank hold IBDQ as of Q2 2022.

Little House Capital reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q2 2022 after selling out during the quarter.
Little House Capital sold 23,796 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2022, an estimated $601K.
Little House Capital first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2021 and held it in 4 quarters.
Little House Capital's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $774K in Q2 2021.
195 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2022.

Based on Little House Capital's 13F filing for Q2 2022, filed 12 Aug 2022.