TF
IBDQ

TimeScale Financial’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

TimeScale Financial’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
2020
Q3 		– Sell
-677
Closed -$18K – 470
2020
Q2 		$18K Hold
677
– – 0.01% 233
2020
Q1 		$16K Hold
677
– – 0.01% 228
2019
Q4 		$17K Hold
677
– – 0.01% 298
2019
Q3 		$18K Hold
677
– – 0.01% 293
2019
Q2 		$17K Buy
+677
New +$16.9K 0.01% 303

Other funds holding IBDQ

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
TCOK
Trust Company of Kansas Wichita, Kansas $195M AUM 27.88% 1-Year Est. Return

TimeScale Financial's IBDQ Position: Q3 2020 in Review

TimeScale Financial sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2020, closing a stake of 677 shares — an estimated $18K sold.

TimeScale Financial first reported a position in IBDQ in Q2 2019 and held it in 5 quarters. The position peaked at $18K in Q2 2020. 126 funds tracked by Wall St. Rank hold IBDQ as of Q3 2020.

  • TimeScale Financial reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2020 after selling out during the quarter.
  • TimeScale Financial sold 677 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2020, an estimated $18K.
  • TimeScale Financial first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2019 and held it in 5 quarters.
  • TimeScale Financial's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $18K in Q2 2020.
  • 126 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2020.

Based on TimeScale Financial's 13F filing for Q3 2020, filed 7 Oct 2020.