PAS
IBDQ

Park Avenue Securities’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Park Avenue Securities’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
2020
Q1 		– Sell
-33,789
Closed -$876K – 422
2019
Q4 		$876K Buy
33,789
+21,316
+171% +$552K 0.04% 198
2019
Q3 		$323K Buy
+12,473
New +$321K 0.02% 380

Other funds holding IBDQ

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Park Avenue Securities's IBDQ Position: Q1 2020 in Review

Park Avenue Securities sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2020, closing a stake of 33,789 shares — an estimated $876K sold.

Park Avenue Securities first reported a position in IBDQ in Q3 2019 and held it in 2 quarters. The position peaked at $876K in Q4 2019. 113 funds tracked by Wall St. Rank hold IBDQ as of Q1 2020.

  • Park Avenue Securities reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
  • Park Avenue Securities sold 33,789 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2020, an estimated $876K.
  • Park Avenue Securities first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2019 and held it in 2 quarters.
  • Park Avenue Securities's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $876K in Q4 2019.
  • 113 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2020.

Based on Park Avenue Securities's 13F filing for Q1 2020, filed 28 Apr 2020.