American National Bank & Trust’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

American National Bank & Trust’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 Q4	–	Sell	-318	Closed	-$7.75K	–	609
2023 Q3	$7.75K	Buy	+318	New	+$7.76K	﹤0.01%	435
2022 Q2	–	Sell	-1,845	Closed	-$47K	–	446
2022 Q1	$47K	Hold	1,845	–	–	0.01%	188
2021 Q4	$49K	Hold	1,845	–	–	0.01%	185
2021 Q3	$50K	Buy	+1,845	New	+$49.8K	0.01%	156

Other funds holding IBDQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

HPC

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

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

American National Bank & Trust's IBDQ Position: Q4 2023 in Review

American National Bank & Trust sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2023, closing a stake of 318 shares — an estimated $7.75K sold.

American National Bank & Trust first reported a position in IBDQ in Q3 2021 and held it in 4 quarters. The position peaked at $50K in Q3 2021. 325 funds tracked by Wall St. Rank hold IBDQ as of Q4 2023.

American National Bank & Trust reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
American National Bank & Trust sold 318 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2023, an estimated $7.75K.
American National Bank & Trust first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2021 and held it in 4 quarters.
American National Bank & Trust's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $50K in Q3 2021.
325 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2023.

Based on American National Bank & Trust's 13F filing for Q4 2023, filed 8 Feb 2024.