Mirsky Financial Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Mirsky Financial Management’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
2021 Q4	$341K	Buy	12,904 +420	+3%	+$11.2K	0.14%	42
2021 Q3	$335K	Buy	12,484 +1,507	+14%	+$40.6K	0.15%	37
2021 Q2	$296K	Buy	10,977 +1,869	+21%	+$50.4K	0.13%	40
2021 Q1	$244K	Buy	+9,108	New	+$247K	0.11%	40

Other funds holding IBDQ

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Mirsky Financial Management's IBDQ Position: Q4 2021 in Review

Mirsky Financial Management increased its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 3.4% in Q4 2021, buying an estimated $11.2K and bringing the position to 12,904 shares worth $341K. The position accounts for 0.14% of the portfolio, ranked #42.

Mirsky Financial Management first reported a position in IBDQ in Q1 2021 and has held it in 4 quarters since. 174 funds tracked by Wall St. Rank hold IBDQ as of Q4 2021.

Mirsky Financial Management held 12,904 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $341K as of Q4 2021.
Mirsky Financial Management bought 420 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2021, an estimated $11.2K.
iShares iBonds Dec 2025 Term Corporate ETF made up 0.14% of Mirsky Financial Management's portfolio in Q4 2021, its #42 holding.
Mirsky Financial Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2021 and has held it in 4 quarters since.
174 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.