Pineno Levin & Ford Asset Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Pineno Levin & Ford 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
2021 Q4	$837K	Sell	31,695 -380	-1%	-$10.1K	0.25%	68
2021 Q3	$861K	Hold	32,075	–	–	0.28%	61
2021 Q2	$866K	Hold	32,075	–	–	0.28%	65
2021 Q1	$861K	Hold	32,075	–	–	0.29%	62
2020 Q4	$878K	Sell	32,075 -575	-2%	-$15.6K	0.31%	60
2020 Q3	$886K	Hold	32,650	–	–	0.36%	53
2020 Q2	$881K	Buy	32,650 +4,520	+16%	+$119K	0.38%	53
2020 Q1	$702K	Buy	+28,130	New	+$725K	0.35%	54

Other funds holding IBDQ

ACA

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

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 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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pineno Levin & Ford Asset Management's IBDQ Position: Q4 2021 in Review

Pineno Levin & Ford Asset Management reduced its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 1.2% in Q4 2021, selling an estimated $10.1K and leaving 31,695 shares worth $837K. The position accounts for 0.25% of the portfolio, ranked #68.

Pineno Levin & Ford Asset Management first reported a position in IBDQ in Q1 2020 and has held it in 8 quarters since. The position peaked at $886K in Q3 2020. 174 funds tracked by Wall St. Rank hold IBDQ as of Q4 2021.

Pineno Levin & Ford Asset Management held 31,695 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $837K as of Q4 2021.
Pineno Levin & Ford Asset Management sold 380 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2021, an estimated $10.1K.
iShares iBonds Dec 2025 Term Corporate ETF made up 0.25% of Pineno Levin & Ford Asset Management's portfolio in Q4 2021, its #68 holding.
Pineno Levin & Ford Asset Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2020 and has held it in 8 quarters since.
Pineno Levin & Ford Asset Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $886K in Q3 2020.
174 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2021.

Based on Pineno Levin & Ford Asset Management's 13F filing for Q4 2021, filed 21 Jan 2022.