MG
IBDQ

Mather Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Mather Group’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
-8,627
Closed -$234K – 260
2020
Q3 		$234K Sell
8,627
-1,364
-14% -$37K 0.01% 208
2020
Q2 		$270K Buy
+9,991
New +$262K 0.01% 178

Other funds holding IBDQ

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
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
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 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

Mather Group's IBDQ Position: Q4 2020 in Review

Mather Group sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2020, closing a stake of 8,627 shares — an estimated $234K sold.

Mather Group first reported a position in IBDQ in Q2 2020 and held it in 2 quarters. The position peaked at $270K in Q2 2020. 146 funds tracked by Wall St. Rank hold IBDQ as of Q4 2020.

  • Mather Group reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Mather Group sold 8,627 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2020, an estimated $234K.
  • Mather Group first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2020 and held it in 2 quarters.
  • Mather Group's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $270K in Q2 2020.
  • 146 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2020.

Based on Mather Group's 13F filing for Q4 2020, filed 12 Feb 2021.