Wolf Group Capital Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Wolf Group Capital 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
2025 Q1	$6.16M	Buy	+244,755	New	+$6.15M	2.07%	12
2024 Q3	–	Sell	-8,444	Closed	-$210K	–	120
2024 Q2	$210K	Buy	+8,444	New	+$209K	0.08%	123
2023 Q1	–	Sell	-10,077	Closed	-$245K	–	109
2022 Q4	$245K	Buy	+10,077	New	+$244K	0.12%	109
2022 Q2	–	Sell	-8,247	Closed	-$208K	–	110
2022 Q1	$208K	Sell	8,247 -21,969	-73%	-$567K	0.11%	102
2021 Q4	$798K	Buy	30,216 +20,144	+200%	+$535K	0.13%	96
2021 Q3	$270K	Buy	10,072 +231	+2%	+$6.23K	0.15%	89
2021 Q2	$266K	Sell	9,841 -1,640	-14%	-$44.3K	0.14%	89
2021 Q1	$308K	Buy	11,481 +53	+0.5%	+$1.44K	0.18%	84
2020 Q4	$313K	Hold	11,428	–	–	0.19%	71
2020 Q3	$310K	Hold	11,428	–	–	0.22%	67
2020 Q2	$308K	Hold	11,428	–	–	0.23%	63
2020 Q1	$285K	Buy	+11,428	New	+$294K	0.24%	65
2019 Q4	–	Hold	0	–	–	–	62
2019 Q3	–	Hold	0	–	–	–	62
2019 Q2	–	Hold	0	–	–	–	59
2019 Q1	–	Hold	0	–	–	–	61
2018 Q4	–	Hold	0	–	–	–	67
2018 Q3	–	Hold	0	–	–	–	78
2018 Q2	–	Hold	0	–	–	–	76
2018 Q1	–	Sell	-15,740	Closed	-$385K	–	81
2017 Q4	$394K	Buy	+15,740	New	+$394K	0.25%	85
2017 Q3	–	Sell	-11,544	Closed	-$290K	–	89
2017 Q2	$288K	Hold	11,544	–	–	0.22%	74
2017 Q1	$285K	Hold	11,544	–	–	0.19%	83
2016 Q4	$281K	Buy	+11,544	New	+$287K	0.19%	89

Other funds holding IBDQ

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Wolf Group Capital Advisors's IBDQ Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q1 2025: 244,755 shares worth $6.16M. The stake represents 2.07% of the portfolio and ranks #12 among its holdings. This is a return to the name: Wolf Group Capital Advisors previously reported a position in IBDQ as recently as Q2 2024.

Wolf Group Capital Advisors first reported a position in IBDQ in Q4 2016 and has held it in 16 quarters since. 397 funds tracked by Wall St. Rank hold IBDQ as of Q1 2025.

Wolf Group Capital Advisors held 244,755 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $6.16M as of Q1 2025.
iShares iBonds Dec 2025 Term Corporate ETF was a new Wolf Group Capital Advisors position in Q1 2025.
iShares iBonds Dec 2025 Term Corporate ETF made up 2.07% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #12 holding.
Wolf Group Capital Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2016 and has held it in 16 quarters since.
397 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.