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IBDQ

NWAM LLC’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

NWAM LLC’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
-10,743
Closed -$270K – 616
2024
Q3 		$270K Buy
+10,743
New +$268K 0.02% 525
2024
Q1 		– Sell
-62,797
Closed -$1.55M – 583
2023
Q4 		$1.55M Buy
+62,797
New +$1.54M 0.12% 161

Other funds holding IBDQ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

NWAM LLC's IBDQ Position: Q4 2024 in Review

NWAM LLC sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2024, closing a stake of 10,743 shares — an estimated $270K sold.

NWAM LLC first reported a position in IBDQ in Q4 2023 and held it in 2 quarters. The position peaked at $1.55M in Q4 2023. 389 funds tracked by Wall St. Rank hold IBDQ as of Q4 2024.

  • NWAM LLC reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • NWAM LLC sold 10,743 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2024, an estimated $270K.
  • NWAM LLC first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2023 and held it in 2 quarters.
  • NWAM LLC's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.55M in Q4 2023.
  • 389 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2024.

Based on NWAM LLC's 13F filing for Q4 2024, filed 5 Feb 2025.