Royal Harbor Partners’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Royal Harbor 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
2023 Q3	–	Sell	-17,545	Closed	-$428K	–	54
2023 Q2	$428K	Sell	17,545 -504,864	-97%	-$12.4M	0.21%	54
2023 Q1	$12.8M	Buy	522,409 +124,243	+31%	+$3.04M	6.88%	2
2022 Q4	$9.68M	Buy	398,166 +28,383	+8%	+$688K	5.98%	3
2022 Q3	$8.92M	Buy	369,783 +93,012	+34%	+$2.29M	6.1%	3
2022 Q2	$6.84M	Buy	+276,771	New	+$6.89M	4.67%	5

Other funds holding IBDQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

CAI

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Harbor Partners's IBDQ Position: Q3 2023 in Review

Royal Harbor Partners sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2023, closing a stake of 17,545 shares — an estimated $428K sold.

Royal Harbor Partners first reported a position in IBDQ in Q2 2022 and held it in 5 quarters. The position peaked at $12.8M in Q1 2023. 280 funds tracked by Wall St. Rank hold IBDQ as of Q3 2023.

Royal Harbor Partners reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2023 after selling out during the quarter.
Royal Harbor Partners sold 17,545 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2023, an estimated $428K.
Royal Harbor Partners first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2022 and held it in 5 quarters.
Royal Harbor Partners's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $12.8M in Q1 2023.
280 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2023.

Based on Royal Harbor Partners's 13F filing for Q3 2023, filed 14 Nov 2023.