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

SageView Advisory 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
2024 Q1	–	Sell	-11,663	Closed	-$290K	–	618
2023 Q4	$290K	Sell	11,663 -63,336	-84%	-$1.55M	0.01%	520
2023 Q3	$1.83M	Sell	74,999 -1,307	-2%	-$31.9K	0.1%	120
2023 Q2	$1.86M	Buy	76,306 +4,022	+6%	+$98.5K	0.1%	122
2023 Q1	$1.77M	Buy	72,284 +5,519	+8%	+$135K	0.11%	124
2022 Q4	$1.62M	Buy	+66,765	New	+$1.62M	0.13%	110

Other funds holding IBDQ

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

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

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

HPC

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

CAI

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SageView Advisory Group's IBDQ Position: Q1 2024 in Review

SageView Advisory Group sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2024, closing a stake of 11,663 shares — an estimated $290K sold.

SageView Advisory Group first reported a position in IBDQ in Q4 2022 and held it in 5 quarters. The position peaked at $1.86M in Q2 2023. 347 funds tracked by Wall St. Rank hold IBDQ as of Q1 2024.

SageView Advisory Group reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
SageView Advisory Group sold 11,663 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2024, an estimated $290K.
SageView Advisory Group first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2022 and held it in 5 quarters.
SageView Advisory Group's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.86M in Q2 2023.
347 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2024.

Based on SageView Advisory Group's 13F filing for Q1 2024, filed 9 May 2024.