Wealthspire Advisors (Maryland)’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-459	Closed	-$11K	–	1159
2019 Q1	$11K	Hold	459	–	–	﹤0.01%	1486
2018 Q4	$11K	Hold	459	–	–	﹤0.01%	1424
2018 Q3	$11K	Hold	459	–	–	﹤0.01%	1482
2018 Q2	$11K	Hold	459	–	–	﹤0.01%	1500
2018 Q1	$11K	Hold	459	–	–	﹤0.01%	1523
2017 Q4	$11K	Hold	459	–	–	﹤0.01%	1546
2017 Q3	$12K	Hold	459	–	–	﹤0.01%	1503
2017 Q2	$11K	Buy	+459	New	+$11.4K	﹤0.01%	1492

Other funds holding IBDQ

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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

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

SIC

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

Wealthspire Advisors (Maryland)'s IBDQ Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q2 2019, closing a stake of 459 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in IBDQ in Q2 2017 and held it in 8 quarters. The position peaked at $12K in Q3 2017. 89 funds tracked by Wall St. Rank hold IBDQ as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 459 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2019, an estimated $11K.
Wealthspire Advisors (Maryland) first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s iShares iBonds Dec 2025 Term Corporate ETF position peaked at $12K in Q3 2017.
89 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.