AIA
IBDQ

Arcadia Investment Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Arcadia Investment Advisors’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
-314,182
Closed -$7.91M – 83
2025
Q3 		$7.91M Sell
314,182
-4,546
-1% -$114K 3.84% 11
2025
Q2 		$8.03M Sell
318,728
-25,228
-7% -$634K 4.16% 10
2025
Q1 		$8.65M Buy
343,956
+7,600
+2% +$191K 4.84% 8
2024
Q4 		$8.43M Buy
336,356
+30,519
+10% +$765K 4.59% 8
2024
Q3 		$7.68M Buy
305,837
+10,856
+4% +$271K 4.11% 12
2024
Q2 		$7.33M Buy
294,981
+8,164
+3% +$202K 4.16% 11
2024
Q1 		$7.12M Buy
286,817
+21,890
+8% +$542K 4.06% 11
2023
Q4 		$6.56M Buy
264,927
+13,866
+6% +$340K 3.96% 12
2023
Q3 		$6.12M Buy
251,061
+13,071
+5% +$319K 4.05% 10
2023
Q2 		$5.8M Sell
237,990
-1,717
-0.7% -$42K 3.8% 11
2023
Q1 		$5.88M Sell
239,707
-6,547
-3% -$160K 4.04% 10
2022
Q4 		$5.99M Sell
246,254
-3,561
-1% -$86.3K 4.18% 8
2022
Q3 		$6.03M Buy
249,815
+23,990
+11% +$592K 4.56% 8
2022
Q2 		$5.58M Sell
225,825
-6,501
-3% -$162K 4.1% 10
2022
Q1 		$5.87M Buy
232,326
+2,795
+1% +$72.1K 3.56% 12
2021
Q4 		$6.06M Buy
229,531
+5,403
+2% +$144K 3.1% 12
2021
Q3 		$6.02M Buy
224,128
+4,055
+2% +$109K 3.24% 12
2021
Q2 		$5.94M Buy
220,073
+4,685
+2% +$126K 3.17% 14
2021
Q1 		$5.78M Buy
215,388
+10,511
+5% +$285K 3.17% 15
2020
Q4 		$5.61M Buy
204,877
+9,539
+5% +$259K 3.2% 16
2020
Q3 		$5.3M Buy
195,338
+7,893
+4% +$214K 3.38% 15
2020
Q2 		$5.06M Buy
187,445
+2,954
+2% +$77.5K 3.43% 13
2020
Q1 		$4.61M Sell
184,491
-4,321
-2% -$111K 3.66% 11
2019
Q4 		$4.9M Buy
188,812
+3,939
+2% +$102K 3.22% 15
2019
Q3 		$4.78M Buy
184,873
+16,596
+10% +$427K 3.23% 14
2019
Q2 		$4.31M Buy
168,277
+118,695
+239% +$2.97M 2.93% 15
2019
Q1 		$1.23M Buy
+49,582
New +$1.21M 0.93% 24

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Arcadia Investment Advisors's IBDQ Position: Q4 2025 in Review

Arcadia Investment Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 314,182 shares — an estimated $7.91M sold.

Arcadia Investment Advisors first reported a position in IBDQ in Q1 2019 and held it in 27 quarters. The position peaked at $8.65M in Q1 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Arcadia Investment Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Arcadia Investment Advisors sold 314,182 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $7.91M.
  • Arcadia Investment Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2019 and held it in 27 quarters.
  • Arcadia Investment Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $8.65M in Q1 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Arcadia Investment Advisors's 13F filing for Q4 2025, filed 15 Jan 2026.