SA
IBDQ

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

SWM 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
2022
Q3 		$233K Buy
+9,655
New +$238K 0.22% 17

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

SWM Advisors's IBDQ Position: Q3 2022 in Review

SWM Advisors opened a new position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2022: 9,655 shares worth $233K. The stake represents 0.22% of the portfolio and ranks #17 among its holdings.

206 funds tracked by Wall St. Rank hold IBDQ as of Q3 2022.

  • SWM Advisors held 9,655 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $233K as of Q3 2022.
  • iShares iBonds Dec 2025 Term Corporate ETF was a new SWM Advisors position in Q3 2022.
  • iShares iBonds Dec 2025 Term Corporate ETF made up 0.22% of SWM Advisors's portfolio in Q3 2022, its #17 holding.
  • 206 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2022.

Based on SWM Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.