Truvestments Capital’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Truvestments Capital’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 Q4	–	Sell	-2,682	Closed	-$69K	–	341
2019 Q3	$69K	Hold	2,682	–	–	0.04%	217
2019 Q2	$69K	Hold	2,682	–	–	0.05%	225
2019 Q1	$67K	Buy	+2,682	New	+$65.2K	0.05%	212
2018 Q3	$1.03M	Sell	43,163 -9,476	-18%	-$227K	0.5%	55
2018 Q2	$1.26M	Buy	+52,639	New	+$1.26M	0.79%	35

Other funds holding IBDQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Truvestments Capital's IBDQ Position: Q4 2019 in Review

Truvestments Capital sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2019, closing a stake of 2,682 shares — an estimated $69K sold.

Truvestments Capital first reported a position in IBDQ in Q2 2018 and held it in 5 quarters. The position peaked at $1.26M in Q2 2018. 107 funds tracked by Wall St. Rank hold IBDQ as of Q4 2019.

Truvestments Capital reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
Truvestments Capital sold 2,682 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2019, an estimated $69K.
Truvestments Capital first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2018 and held it in 5 quarters.
Truvestments Capital's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.26M in Q2 2018.
107 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2019.

Based on Truvestments Capital's 13F filing for Q4 2019, filed 29 Jan 2020.