RPSA
IBDQ

Richard P. Slaughter Associates’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Richard P. Slaughter Associates’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
2023
Q1 		– Sell
-372,044
Closed -$9.05M – 133
2022
Q4 		$9.05M Buy
+372,044
New +$9.01M 2.84% 5

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Richard P. Slaughter Associates's IBDQ Position: Q1 2023 in Review

Richard P. Slaughter Associates sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2023, closing a stake of 372,044 shares — an estimated $9.05M sold.

Richard P. Slaughter Associates first reported a position in IBDQ in Q4 2022 and held it in 1 quarter. The position peaked at $9.05M in Q4 2022. 253 funds tracked by Wall St. Rank hold IBDQ as of Q1 2023.

  • Richard P. Slaughter Associates reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
  • Richard P. Slaughter Associates sold 372,044 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2023, an estimated $9.05M.
  • Richard P. Slaughter Associates first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2022 and held it in 1 quarter.
  • Richard P. Slaughter Associates's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $9.05M in Q4 2022.
  • 253 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2023.

Based on Richard P. Slaughter Associates's 13F filing for Q1 2023, filed 18 Apr 2023.