SWA
IBDQ

Sutton Wealth Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Sutton Wealth Advisors’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 		$83.1K Buy
3,411
+2,387
+233% +$58.2K 0.04% 184
2023
Q2 		$25K Buy
+1,024
New +$25.1K 0.01% 320

Other funds holding IBDQ

Bank of America
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
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sutton Wealth Advisors's IBDQ Position: Q3 2023 in Review

Sutton Wealth Advisors increased its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 233% in Q3 2023, buying an estimated $58.2K and bringing the position to 3,411 shares worth $83.1K. The position accounts for 0.04% of the portfolio, ranked #184.

Sutton Wealth Advisors first reported a position in IBDQ in Q2 2023 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold IBDQ as of Q3 2023.

  • Sutton Wealth Advisors held 3,411 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $83.1K as of Q3 2023.
  • Sutton Wealth Advisors bought 2,387 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2023, an estimated $58.2K.
  • iShares iBonds Dec 2025 Term Corporate ETF made up 0.04% of Sutton Wealth Advisors's portfolio in Q3 2023, its #184 holding.
  • Sutton Wealth Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2023 and has held it in 2 quarters since.
  • 280 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.