OAM
IBDQ

Oppenheimer Asset Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Oppenheimer Asset 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
2019
Q1 		– Sell
-3,098
Closed -$73K – 1619
2018
Q4 		$73K Buy
+3,098
New +$73.2K ﹤0.01% 1260

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Oppenheimer Asset Management's IBDQ Position: Q1 2019 in Review

Oppenheimer Asset Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2019, closing a stake of 3,098 shares — an estimated $73K sold.

Oppenheimer Asset Management first reported a position in IBDQ in Q4 2018 and held it in 1 quarter. The position peaked at $73K in Q4 2018. 81 funds tracked by Wall St. Rank hold IBDQ as of Q1 2019.

  • Oppenheimer Asset Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2019 after selling out during the quarter.
  • Oppenheimer Asset Management sold 3,098 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2019, an estimated $73K.
  • Oppenheimer Asset Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2018 and held it in 1 quarter.
  • Oppenheimer Asset Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $73K in Q4 2018.
  • 81 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2019.

Based on Oppenheimer Asset Management's 13F filing for Q1 2019, filed 24 Apr 2019.