Tyler-Stone Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Tyler-Stone Wealth Management’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
2024 Q3	–	Sell	-1,557	Closed	-$38.7K	–	587
2024 Q2	$38.7K	Buy	1,557 +17	+1%	+$421	0.02%	413
2024 Q1	$38.2K	Hold	1,540	–	–	0.02%	410
2023 Q4	$38.1K	Hold	1,540	–	–	0.02%	399
2023 Q3	$38K	Hold	1,540	–	–	0.02%	380
2023 Q2	$38K	Buy	+1,540	New	+$37.7K	0.02%	377
2022 Q4	$13K	Buy	+532	New	+$12.9K	0.01%	509

Other funds holding IBDQ

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

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

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Tyler-Stone Wealth Management's IBDQ Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2024, closing a stake of 1,557 shares — an estimated $38.7K sold.

Tyler-Stone Wealth Management first reported a position in IBDQ in Q4 2022 and held it in 6 quarters. The position peaked at $38.7K in Q2 2024. 363 funds tracked by Wall St. Rank hold IBDQ as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 1,557 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2024, an estimated $38.7K.
Tyler-Stone Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2022 and held it in 6 quarters.
Tyler-Stone Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $38.7K in Q2 2024.
363 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.