4WM
IBDQ

4J Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

4J 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
2025
Q4 		– Sell
-166,994
Closed -$4.21M – 100
2025
Q3 		$4.21M Sell
166,994
-4,303
-3% -$108K 2.47% 12
2025
Q2 		$4.31M Sell
171,297
-4,217
-2% -$106K 2.91% 7
2025
Q1 		$4.41M Buy
175,514
+103,238
+143% +$2.59M 3.48% 6
2024
Q4 		$1.81M Buy
72,276
+10,409
+17% +$261K 1.47% 16
2024
Q3 		$1.55M Sell
61,867
-1,782
-3% -$44.5K 1.2% 18
2024
Q2 		$1.58M Sell
63,649
-1,521
-2% -$37.7K 1.31% 18
2024
Q1 		$1.62M Buy
65,170
+9,598
+17% +$238K 1.4% 18
2023
Q4 		$1.38M Buy
55,572
+3,671
+7% +$89.9K 1.26% 22
2023
Q3 		$1.26M Sell
51,901
-5,321
-9% -$130K 1.26% 22
2023
Q2 		$1.4M Buy
57,222
+25,151
+78% +$616K 1.35% 21
2023
Q1 		$787K Buy
32,071
+4,067
+15% +$99.4K 0.84% 30
2022
Q4 		$681K Buy
28,004
+10,854
+63% +$263K 0.79% 31
2022
Q3 		$414K Buy
+17,150
New +$423K 0.53% 42

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

4J Wealth Management's IBDQ Position: Q4 2025 in Review

4J Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 166,994 shares — an estimated $4.21M sold.

4J Wealth Management first reported a position in IBDQ in Q3 2022 and held it in 13 quarters. The position peaked at $4.41M in Q1 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • 4J Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • 4J Wealth Management sold 166,994 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $4.21M.
  • 4J Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2022 and held it in 13 quarters.
  • 4J Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $4.41M in Q1 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on 4J Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.