Northwest Investment Counselors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Northwest Investment Counselors’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
2019 Q4	–	Sell	-3,777	Closed	-$98K	–	314
2019 Q3	$98K	Buy	+3,777	New	+$97.1K	0.03%	175
2017 Q4	–	Sell	-2,718	Closed	-$68K	–	211
2017 Q3	$68K	Buy	2,718 +22	+0.8%	+$553	0.03%	155
2017 Q2	$67K	Buy	+2,696	New	+$67.2K	0.03%	154

Other funds holding IBDQ

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

ACA

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Northwest Investment Counselors's IBDQ Position: Q4 2019 in Review

Northwest Investment Counselors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2019, closing a stake of 3,777 shares — an estimated $98K sold.

Northwest Investment Counselors first reported a position in IBDQ in Q2 2017 and held it in 3 quarters. The position peaked at $98K in Q3 2019. 107 funds tracked by Wall St. Rank hold IBDQ as of Q4 2019.

Northwest Investment Counselors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
Northwest Investment Counselors sold 3,777 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2019, an estimated $98K.
Northwest Investment Counselors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2017 and held it in 3 quarters.
Northwest Investment Counselors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $98K in Q3 2019.
107 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2019.

Based on Northwest Investment Counselors's 13F filing for Q4 2019, filed 27 Jan 2020.