SHCM
IBDQ

Stokes & Hubbell Capital Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Stokes & Hubbell Capital Management’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
2019
Q1 		$312K Buy
+12,550
New +$305K 0.07% 115

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Stokes & Hubbell Capital Management's IBDQ Position: Q1 2019 in Review

Stokes & Hubbell Capital Management opened a new position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2019: 12,550 shares worth $312K. The stake represents 0.07% of the portfolio and ranks #115 among its holdings.

81 funds tracked by Wall St. Rank hold IBDQ as of Q1 2019.

  • Stokes & Hubbell Capital Management held 12,550 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $312K as of Q1 2019.
  • iShares iBonds Dec 2025 Term Corporate ETF was a new Stokes & Hubbell Capital Management position in Q1 2019.
  • iShares iBonds Dec 2025 Term Corporate ETF made up 0.07% of Stokes & Hubbell Capital Management's portfolio in Q1 2019, its #115 holding.
  • 81 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2019.

Based on Stokes & Hubbell Capital Management's 13F filing for Q1 2019, filed 24 Apr 2019.