USWIA
IBDQ

UP Strategic Wealth Investment Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

UP Strategic Wealth Investment 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
2024
Q4 		– Sell
-15,409
Closed -$387K – 84
2024
Q3 		$387K Hold
15,409
– – 0.43% 42
2024
Q2 		$383K Hold
15,409
– – 0.58% 37
2024
Q1 		$382K Hold
15,409
– – 0.63% 35
2023
Q4 		$382K Buy
+15,409
New +$377K 0.7% 36

Other funds holding IBDQ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
UBS Group
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's IBDQ Position: Q4 2024 in Review

UP Strategic Wealth Investment Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2024, closing a stake of 15,409 shares — an estimated $387K sold.

UP Strategic Wealth Investment Advisors first reported a position in IBDQ in Q4 2023 and held it in 4 quarters. The position peaked at $387K in Q3 2024. 389 funds tracked by Wall St. Rank hold IBDQ as of Q4 2024.

  • UP Strategic Wealth Investment Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • UP Strategic Wealth Investment Advisors sold 15,409 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2024, an estimated $387K.
  • UP Strategic Wealth Investment Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2023 and held it in 4 quarters.
  • UP Strategic Wealth Investment Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $387K in Q3 2024.
  • 389 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2024.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.