ANTB
IBDQ

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

AMG National Trust Bank’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
-88,712
Closed -$2.23M – 467
2025
Q3 		$2.23M Sell
88,712
-4,556
-5% -$115K 0.05% 200
2025
Q2 		$2.35M Hold
93,268
– – 0.06% 179
2025
Q1 		$2.35M Sell
93,268
-9,477
-9% -$238K 0.07% 175
2024
Q4 		$2.57M Buy
102,745
+29,531
+40% +$740K 0.07% 165
2024
Q3 		$1.84M Buy
73,214
+8,835
+14% +$220K 0.05% 203
2024
Q2 		$1.6M Hold
64,379
– – 0.04% 226
2024
Q1 		$1.6M Sell
64,379
-2,257
-3% -$55.9K 0.05% 218
2023
Q4 		$1.65M Buy
66,636
+46,359
+229% +$1.14M 0.05% 200
2023
Q3 		$494K Buy
20,277
+5,343
+36% +$130K 0.02% 335
2023
Q2 		$364K Hold
14,934
– – 0.01% 363
2023
Q1 		$366K Buy
+14,934
New +$365K 0.01% 375

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

AMG National Trust Bank's IBDQ Position: Q4 2025 in Review

AMG National Trust Bank sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 88,712 shares — an estimated $2.23M sold.

AMG National Trust Bank first reported a position in IBDQ in Q1 2023 and held it in 11 quarters. The position peaked at $2.57M in Q4 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • AMG National Trust Bank reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • AMG National Trust Bank sold 88,712 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $2.23M.
  • AMG National Trust Bank first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2023 and held it in 11 quarters.
  • AMG National Trust Bank's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $2.57M in Q4 2024.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on AMG National Trust Bank's 13F filing for Q4 2025, filed 30 Jan 2026.