RTC
IBDQ

Riverview Trust Company’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Riverview Trust Company’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
Q4 		– Sell
-5,558
Closed -$135K – 340
2023
Q3 		$135K Buy
+5,558
New +$136K 0.12% 119

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UBS Group
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NA
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HPC
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LPL Financial
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Riverview Trust Company's IBDQ Position: Q4 2023 in Review

Riverview Trust Company sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2023, closing a stake of 5,558 shares — an estimated $135K sold.

Riverview Trust Company first reported a position in IBDQ in Q3 2023 and held it in 1 quarter. The position peaked at $135K in Q3 2023. 325 funds tracked by Wall St. Rank hold IBDQ as of Q4 2023.

  • Riverview Trust Company reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Riverview Trust Company sold 5,558 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2023, an estimated $135K.
  • Riverview Trust Company first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2023 and held it in 1 quarter.
  • Riverview Trust Company's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $135K in Q3 2023.
  • 325 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2023.

Based on Riverview Trust Company's 13F filing for Q4 2023, filed 24 Jan 2024.