RG
IBDQ

Retirement Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Retirement Group’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
Q2 		– Sell
-4,727
Closed -$127K – 698
2021
Q1 		$127K Sell
4,727
-910
-16% -$24.6K 0.06% 161
2020
Q4 		$154K Buy
5,637
+2,780
+97% +$75.6K 0.07% 145
2020
Q3 		$78K Buy
2,857
+937
+49% +$25.4K 0.04% 206
2020
Q2 		$52K Buy
+1,920
New +$50.4K 0.03% 229
2019
Q4 		$58K Buy
+2,245
New +$58.1K 0.04% 218

Other funds holding IBDQ

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
US Bancorp
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Retirement Group's IBDQ Position: Q2 2021 in Review

Retirement Group sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q2 2021, closing a stake of 4,727 shares — an estimated $127K sold.

Retirement Group first reported a position in IBDQ in Q4 2019 and held it in 5 quarters. The position peaked at $154K in Q4 2020. 155 funds tracked by Wall St. Rank hold IBDQ as of Q2 2021.

  • Retirement Group reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q2 2021 after selling out during the quarter.
  • Retirement Group sold 4,727 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2021, an estimated $127K.
  • Retirement Group first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2019 and held it in 5 quarters.
  • Retirement Group's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $154K in Q4 2020.
  • 155 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2021.

Based on Retirement Group's 13F filing for Q2 2021, filed 17 Aug 2021.