NSIM
IBDQ

North Star Investment Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

North Star Investment 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
2024
Q4 		– Sell
-294
Closed -$7.38K – 1244
2024
Q3 		$7.38K Buy
+294
New +$7.34K ﹤0.01% 905

Other funds holding IBDQ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

North Star Investment Management's IBDQ Position: Q4 2024 in Review

North Star Investment Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2024, closing a stake of 294 shares — an estimated $7.38K sold.

North Star Investment Management first reported a position in IBDQ in Q3 2024 and held it in 1 quarter. The position peaked at $7.38K in Q3 2024. 389 funds tracked by Wall St. Rank hold IBDQ as of Q4 2024.

  • North Star Investment Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • North Star Investment Management sold 294 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2024, an estimated $7.38K.
  • North Star Investment Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2024 and held it in 1 quarter.
  • North Star Investment Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $7.38K in Q3 2024.
  • 389 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2024.

Based on North Star Investment Management's 13F filing for Q4 2024, filed 10 Feb 2025.