William Blair & Company’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

William Blair & Company’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
2020 Q1	–	Sell	-1,000	Closed	-$26K	–	1707
2019 Q4	$26K	Hold	1,000	–	–	﹤0.01%	1548
2019 Q3	$26K	Hold	1,000	–	–	﹤0.01%	1519
2019 Q2	$26K	Hold	1,000	–	–	﹤0.01%	1557
2019 Q1	$25K	Hold	1,000	–	–	﹤0.01%	1537
2018 Q4	$24K	Hold	1,000	–	–	﹤0.01%	1464
2018 Q3	$24K	Hold	1,000	–	–	﹤0.01%	1514
2018 Q2	$24K	Hold	1,000	–	–	﹤0.01%	1480
2018 Q1	$24K	Buy	+1,000	New	+$24.4K	﹤0.01%	1403

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Jane Street New York $777B AUM 61.18% 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

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

William Blair & Company's IBDQ Position: Q1 2020 in Review

William Blair & Company sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2020, closing a stake of 1,000 shares — an estimated $26K sold.

William Blair & Company first reported a position in IBDQ in Q1 2018 and held it in 8 quarters. The position peaked at $26K in Q4 2019. 113 funds tracked by Wall St. Rank hold IBDQ as of Q1 2020.

William Blair & Company reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
William Blair & Company sold 1,000 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2020, an estimated $26K.
William Blair & Company first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2018 and held it in 8 quarters.
William Blair & Company's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $26K in Q4 2019.
113 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2020.

Based on William Blair & Company's 13F filing for Q1 2020, filed 11 May 2020.