USCWA
IBDQ

U.S. Capital Wealth Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

U.S. Capital 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
Q1 		– Sell
-509
Closed -$12.4K – 1038
2022
Q4 		$12.4K Buy
+509
New +$12.3K ﹤0.01% 1222

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 $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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 $3.04B AUM 17.05% 1-Year Est. Return

U.S. Capital Wealth Advisors's IBDQ Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2023, closing a stake of 509 shares — an estimated $12.4K sold.

U.S. Capital Wealth Advisors first reported a position in IBDQ in Q4 2022 and held it in 1 quarter. The position peaked at $12.4K in Q4 2022. 254 funds tracked by Wall St. Rank hold IBDQ as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 509 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2023, an estimated $12.4K.
  • U.S. Capital Wealth Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $12.4K in Q4 2022.
  • 254 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.