Strategic Wealth Partners Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Strategic Wealth Partners 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
2023 Q3	–	Sell	-1,254	Closed	-$30K	–	63
2023 Q2	$30K	Hold	1,254	–	–	﹤0.01%	61
2023 Q1	$30K	Sell	1,254 -10,875	-90%	-$266K	﹤0.01%	59
2022 Q4	$294K	Hold	12,129	–	–	0.06%	46
2022 Q3	$293K	Hold	12,129	–	–	0.07%	45
2022 Q2	$300K	Sell	12,129 -1,139	-9%	-$28.4K	0.07%	47
2022 Q1	$335K	Hold	13,268	–	–	0.06%	47
2021 Q4	$351K	Hold	13,268	–	–	0.06%	52
2021 Q3	$356K	Buy	+13,268	New	+$358K	0.07%	49
2021 Q1	$346K	Hold	12,897	–	–	0.07%	51
2020 Q4	$353K	Sell	12,897 -1,218	-9%	-$33.1K	0.07%	47
2020 Q3	$383K	Buy	14,115 +4,890	+53%	+$133K	0.09%	41
2020 Q2	$249K	Hold	9,225	–	–	0.06%	55
2020 Q1	$230K	Buy	+9,225	New	+$238K	0.07%	52

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

Strategic Wealth Partners Group's IBDQ Position: Q3 2023 in Review

Strategic Wealth Partners Group sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2023, closing a stake of 1,254 shares — an estimated $30K sold.

Strategic Wealth Partners Group first reported a position in IBDQ in Q1 2020 and held it in 13 quarters. The position peaked at $383K in Q3 2020. 280 funds tracked by Wall St. Rank hold IBDQ as of Q3 2023.

Strategic Wealth Partners Group reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2023 after selling out during the quarter.
Strategic Wealth Partners Group sold 1,254 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2023, an estimated $30K.
Strategic Wealth Partners Group first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2020 and held it in 13 quarters.
Strategic Wealth Partners Group's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $383K in Q3 2020.
280 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2023.

Based on Strategic Wealth Partners Group's 13F filing for Q3 2023, filed 14 Nov 2023.