MFGM
IBDQ

Marshall Financial Group (Maryland)’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Marshall Financial Group (Maryland)’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
Q1 		– Sell
-46,420
Closed -$1.23M – 212
2021
Q4 		$1.23M Buy
+46,420
New +$1.23M 0.45% 74

Other funds holding IBDQ

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Financial Group (Maryland)'s IBDQ Position: Q1 2022 in Review

Marshall Financial Group (Maryland) sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2022, closing a stake of 46,420 shares — an estimated $1.23M sold.

Marshall Financial Group (Maryland) first reported a position in IBDQ in Q4 2021 and held it in 1 quarter. The position peaked at $1.23M in Q4 2021. 175 funds tracked by Wall St. Rank hold IBDQ as of Q1 2022.

  • Marshall Financial Group (Maryland) reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 46,420 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2022, an estimated $1.23M.
  • Marshall Financial Group (Maryland) first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2021 and held it in 1 quarter.
  • Marshall Financial Group (Maryland)'s iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.23M in Q4 2021.
  • 175 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2022, filed 10 May 2022.