Question 1

How many shares of IBDQ does Steward Partners Investment Advisory, LLC own?

Accepted Answer

Steward Partners Investment Advisory, LLC previously held 0 shares of IBDQ (ISHARES) before exiting the position in 2025-Q4.

Question 2

What is Steward Partners Investment Advisory, LLC's IBDQ position worth?

Accepted Answer

Steward Partners Investment Advisory, LLC's IBDQ position was last reported at $0 in 2025-Q4 before the exit.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling IBDQ?

Accepted Answer

In 2025-Q4, Steward Partners Investment Advisory, LLC exited their IBDQ position entirely (-100.0% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy IBDQ?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in IBDQ in 2019-Q2. They have held the position across 27 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$25.04	0
2025-Q3	Increased	71,843	+51.5%	$1.8M	0.0%	$24.92	36
2025-Q2	Increased	47,425	+145.5%	$1.2M	0.0%	$24.64	41
2025-Q1	Increased	19,315	+6.4%	$485,766	0.0%	$24.38	26
2024-Q4	Increased	18,154	+116.3%	$454,754	0.0%	$24.12	39
2024-Q3	Decreased	8,392	-37.7%	$210,645	0.0%	$23.86	0
2024-Q2	Decreased	13,476	-31.6%	$335,020	0.0%	$23.40	0
2024-Q1	Increased	19,714	+33.8%	$489,111	0.0%	$23.14	31
2023-Q4	Decreased	14,734	-1.9%	$364,821	0.0%	$22.95	0
2023-Q3	Decreased	15,026	-7.0%	$366,190	0.0%	$22.32	0
2023-Q2	Decreased	16,152	-6.3%	$393,792	0.0%	$22.16	0
2023-Q1	Decreased	17,229	-7.7%	$422,634	0.0%	$22.06	0
2022-Q4	Decreased	18,674	-0.3%	$454,158	0.0%	$21.81	0
2022-Q3	Increased	18,731	+46.3%	$452,000	0.0%	$21.49	33
2022-Q2	Decreased	12,807	-4.0%	$316,000	0.0%	$21.77	0
2022-Q1	Decreased	13,340	-12.1%	$337,000	0.0%	$22.24	0
2021-Q4	Increased	15,176	+5.0%	$401,000	0.0%	$23.20	25
2021-Q3	Decreased	14,459	-18.0%	$388,000	0.0%	$23.37	0
2021-Q2	Decreased	17,632	-37.5%	$476,000	0.0%	$23.40	0
2021-Q1	Increased	28,224	+794.0%	$379M	0.0%	$23.13	50
2020-Q4	Increased	3,157	+10.2%	$86,000	0.0%	$23.51	24
2020-Q3	Increased	2,864	+82.5%	$78,000	0.0%	$23.14	33
2020-Q2	Unchanged	1,569	0.0%	$42,000	0.0%	$22.83	0
2020-Q1	Unchanged	1,569	0.0%	$39,000	0.0%	$20.91	0
2019-Q4	Decreased	1,569	-2.4%	$40,000	0.0%	$21.72	0
2019-Q3	Unchanged	1,608	0.0%	$41,000	0.0%	$21.42	0
2019-Q2	New	1,608	-	$41,000	0.0%	$21.06	28

IBDQ27 quarters

IBDQ
27 quarters