Ranch Capital Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Ranch Capital Advisors’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	–	Sell	-5,384	Closed	-$145K	–	336
2021 Q3	$145K	Sell	5,384 -9,224	-63%	-$249K	0.09%	171
2021 Q2	$394K	Sell	14,608 -184	-1%	-$4.96K	0.24%	110
2021 Q1	$396K	Sell	14,792 -7	-0%	-$190	0.26%	102
2020 Q4	$405K	Sell	14,799 -16,599	-53%	-$451K	0.29%	90
2020 Q3	$851K	Sell	31,398 -2,713	-8%	-$73.7K	0.68%	39
2020 Q2	$928K	Buy	34,111 +6,562	+24%	+$172K	0.73%	32
2020 Q1	$687K	Sell	27,549 -8,633	-24%	-$222K	0.68%	32
2019 Q4	$939K	Sell	36,182 -497	-1%	-$12.9K	0.76%	23
2019 Q3	$949K	Buy	+36,679	New	+$943K	1.02%	19

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 $2.05B AUM 18.42% 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

Ranch Capital Advisors's IBDQ Position: Q4 2021 in Review

Ranch Capital Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2021, closing a stake of 5,384 shares — an estimated $145K sold.

Ranch Capital Advisors first reported a position in IBDQ in Q3 2019 and held it in 9 quarters. The position peaked at $949K in Q3 2019. 174 funds tracked by Wall St. Rank hold IBDQ as of Q4 2021.

Ranch Capital Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 5,384 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2021, an estimated $145K.
Ranch Capital Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2019 and held it in 9 quarters.
Ranch Capital Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $949K in Q3 2019.
174 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.