WWM
IBDQ

WJ Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

WJ Wealth Management’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
Q3 		– Sell
-61,656
Closed -$1.5M – 65
2023
Q2 		$1.5M Sell
61,656
-48,019
-44% -$1.18M 0.71% 28
2023
Q1 		$2.69M Sell
109,675
-269,271
-71% -$6.58M 1.82% 14
2022
Q4 		$9.22M Buy
378,946
+366,879
+3,040% +$8.89M 5.35% 9
2022
Q3 		$9.72M Sell
12,067
-218,484
-95% -$5.39M 6.1% 7
2022
Q2 		$5.69M Buy
+230,551
New +$5.74M 4.04% 8

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WJ Wealth Management's IBDQ Position: Q3 2023 in Review

WJ Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2023, closing a stake of 61,656 shares — an estimated $1.5M sold.

WJ Wealth Management first reported a position in IBDQ in Q2 2022 and held it in 5 quarters. The position peaked at $9.72M in Q3 2022. 280 funds tracked by Wall St. Rank hold IBDQ as of Q3 2023.

  • WJ Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2023 after selling out during the quarter.
  • WJ Wealth Management sold 61,656 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2023, an estimated $1.5M.
  • WJ Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2022 and held it in 5 quarters.
  • WJ Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $9.72M in Q3 2022.
  • 280 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2023.

Based on WJ Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.