NSB
IBDQ

Norway Savings Bank’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Norway Savings Bank’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
2023
Q1 		– Sell
-1,200
Closed -$29.2K – 202
2022
Q4 		$29.2K Sell
1,200
-1,000
-45% -$24.2K 0.01% 209
2022
Q3 		$53K Hold
2,200
– – 0.03% 184
2022
Q2 		$54K Buy
2,200
+475
+28% +$11.8K 0.03% 191
2022
Q1 		$44K Hold
1,725
– – 0.02% 203
2021
Q4 		$46K Hold
1,725
– – 0.02% 206
2021
Q3 		$46K Hold
1,725
– – 0.02% 205
2021
Q2 		$47K Hold
1,725
– – 0.02% 213
2021
Q1 		$46K Hold
1,725
– – 0.02% 206
2020
Q4 		$47K Hold
1,725
– – 0.03% 195
2020
Q3 		$47K Hold
1,725
– – 0.03% 178
2020
Q2 		$47K Buy
+1,725
New +$45.3K 0.03% 163

Other funds holding IBDQ

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Norway Savings Bank's IBDQ Position: Q1 2023 in Review

Norway Savings Bank sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2023, closing a stake of 1,200 shares — an estimated $29.2K sold.

Norway Savings Bank first reported a position in IBDQ in Q2 2020 and held it in 11 quarters. The position peaked at $54K in Q2 2022. 254 funds tracked by Wall St. Rank hold IBDQ as of Q1 2023.

  • Norway Savings Bank reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
  • Norway Savings Bank sold 1,200 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2023, an estimated $29.2K.
  • Norway Savings Bank first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2020 and held it in 11 quarters.
  • Norway Savings Bank's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $54K in Q2 2022.
  • 254 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2023.

Based on Norway Savings Bank's 13F filing for Q1 2023, filed 11 Apr 2023.