AIM
IBDQ

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

Arcadia Investment 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
-10,750
Closed -$271K – 393
2025
Q3 		$271K Hold
10,750
– – 0.04% 106
2025
Q2 		$271K Sell
10,750
-3,000
-22% -$75.4K 0.04% 109
2025
Q1 		$346K Hold
13,750
– – 0.06% 105
2024
Q4 		$344K Hold
13,750
– – 0.06% 103
2024
Q3 		$345K Hold
13,750
– – 0.06% 102
2024
Q2 		$342K Hold
13,750
– – 0.06% 99
2024
Q1 		$341K Hold
13,750
– – 0.06% 99
2023
Q4 		$340K Sell
13,750
-2,100
-13% -$51.4K 0.07% 103
2023
Q3 		$386K Sell
15,850
-12,000
-43% -$293K 0.08% 92
2023
Q2 		$679K Hold
27,850
– – 0.14% 74
2023
Q1 		$683K Hold
27,850
– – 0.15% 75
2022
Q4 		$677K Hold
27,850
– – 0.16% 79
2022
Q3 		$672K Sell
27,850
-5,500
-16% -$136K 0.16% 83
2022
Q2 		$824K Hold
33,350
– – 0.18% 77
2022
Q1 		$842K Hold
33,350
– – 0.16% 84
2021
Q4 		$881K Buy
33,350
+1,500
+5% +$39.9K 0.15% 92
2021
Q3 		$855K Buy
31,850
+4,500
+16% +$121K 0.16% 89
2021
Q2 		$738K Buy
+27,350
New +$738K 0.14% 94

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

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

Arcadia Investment Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 10,750 shares — an estimated $271K sold.

Arcadia Investment Management first reported a position in IBDQ in Q2 2021 and held it in 18 quarters. The position peaked at $881K in Q4 2021. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Arcadia Investment Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Arcadia Investment Management sold 10,750 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $271K.
  • Arcadia Investment Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2021 and held it in 18 quarters.
  • Arcadia Investment Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $881K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Arcadia Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.