UR
IBDQ

USCA RIA’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

USCA RIA’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
2017
Q1 		– Sell
-9,774
Closed -$238K – 407
2016
Q4 		$238K Buy
+9,774
New +$243K 0.04% 346

Other funds holding IBDQ

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Bank of America
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 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

USCA RIA's IBDQ Position: Q1 2017 in Review

USCA RIA sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2017, closing a stake of 9,774 shares — an estimated $238K sold.

USCA RIA first reported a position in IBDQ in Q4 2016 and held it in 1 quarter. The position peaked at $238K in Q4 2016. 36 funds tracked by Wall St. Rank hold IBDQ as of Q1 2017.

  • USCA RIA reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2017 after selling out during the quarter.
  • USCA RIA sold 9,774 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2017, an estimated $238K.
  • USCA RIA first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2016 and held it in 1 quarter.
  • USCA RIA's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $238K in Q4 2016.
  • 36 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2017.

Based on USCA RIA's 13F filing for Q1 2017, filed 1 May 2017.