Proficio Capital Partners’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Proficio Capital Partners’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 Q3	–	Sell	-5,981	Closed	-$153K	–	776
2019 Q2	$153K	Sell	5,981 -750	-11%	-$18.8K	0.05%	159
2019 Q1	$167K	Hold	6,731	–	–	0.06%	147
2018 Q4	$159K	Sell	6,731 -125	-2%	-$2.96K	0.07%	126
2018 Q3	$164K	Hold	6,856	–	–	0.05%	143
2018 Q2	$164K	Sell	6,856 -1,298	-16%	-$31.1K	0.07%	145
2018 Q1	$198K	Buy	8,154 +4,865	+148%	+$119K	0.06%	130
2017 Q4	$82K	Sell	3,289 -1,825	-36%	-$45.7K	0.03%	249
2017 Q3	$129K	Hold	5,114	–	–	0.05%	208
2017 Q2	$129K	Buy	5,114 +125	+3%	+$3.12K	0.05%	214
2017 Q1	$125K	Buy	4,989 +2,513	+101%	+$61.6K	0.05%	210
2016 Q4	$60K	Hold	2,476	–	–	0.03%	233
2016 Q3	$63K	Hold	2,476	–	–	0.04%	231
2016 Q2	$64K	Hold	2,476	–	–	0.04%	223
2016 Q1	$62K	Hold	2,476	–	–	0.05%	181
2015 Q4	$59K	Buy	+2,476	New	+$59.7K	0.06%	125

Other funds holding IBDQ

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACA

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Proficio Capital Partners's IBDQ Position: Q3 2019 in Review

Proficio Capital Partners sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2019, closing a stake of 5,981 shares — an estimated $153K sold.

Proficio Capital Partners first reported a position in IBDQ in Q4 2015 and held it in 15 quarters. The position peaked at $198K in Q1 2018. 91 funds tracked by Wall St. Rank hold IBDQ as of Q3 2019.

Proficio Capital Partners reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 5,981 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2019, an estimated $153K.
Proficio Capital Partners first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2015 and held it in 15 quarters.
Proficio Capital Partners's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $198K in Q1 2018.
91 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.