Accretive Wealth Partners’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Accretive Wealth Partners’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	-22,427	Closed	-$565K	–	154
2025 Q3	$565K	Sell	22,427 -3,439	-13%	-$86.4K	0.17%	101
2025 Q2	$651K	Buy	25,866 +22	+0.1%	+$553	0.21%	100
2025 Q1	$648K	Buy	25,844 +1,889	+8%	+$47.4K	0.23%	101
2024 Q4	$600K	Buy	23,955 +79	+0.3%	+$1.98K	0.25%	98
2024 Q3	$599K	Buy	23,876 +5,230	+28%	+$131K	0.25%	100
2024 Q2	$464K	Buy	18,646 +2,016	+12%	+$49.9K	0.19%	107
2024 Q1	$411K	Buy	+16,630	New	+$412K	0.18%	108

Other funds holding IBDQ

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

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

Accretive Wealth Partners's IBDQ Position: Q4 2025 in Review

Accretive Wealth Partners sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 22,427 shares — an estimated $565K sold.

Accretive Wealth Partners first reported a position in IBDQ in Q1 2024 and held it in 7 quarters. The position peaked at $651K in Q2 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Accretive Wealth Partners reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Accretive Wealth Partners sold 22,427 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $565K.
Accretive Wealth Partners first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2024 and held it in 7 quarters.
Accretive Wealth Partners's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $651K in Q2 2025.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Accretive Wealth Partners's 13F filing for Q4 2025, filed 28 Jan 2026.