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IBDQ

Atwater Malick’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Atwater Malick’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
-33,530
Closed -$845K – 92
2025
Q3 		$845K Sell
33,530
-20
-0.1% -$503 0.25% 42
2025
Q2 		$845K Sell
33,550
-140
-0.4% -$3.52K 0.27% 45
2025
Q1 		$847K Buy
33,690
+6,526
+24% +$164K 0.29% 41
2024
Q4 		$680K Hold
27,164
– – 0.23% 45
2024
Q3 		$682K Hold
27,164
– – 0.22% 46
2024
Q2 		$675K Hold
27,164
– – 0.23% 45
2024
Q1 		$674K Buy
27,164
+1,415
+5% +$35K 0.24% 45
2023
Q4 		$638K Buy
25,749
+3,946
+18% +$96.7K 0.25% 42
2023
Q3 		$531K Hold
21,803
– – 0.23% 43
2023
Q2 		$532K Buy
21,803
+1,230
+6% +$30.1K 0.23% 45
2023
Q1 		$505K Buy
20,573
+1,230
+6% +$30.1K 0.24% 36
2022
Q4 		$470K Buy
19,343
+420
+2% +$10.2K 0.23% 36
2022
Q3 		$457K Buy
18,923
+1,725
+10% +$42.6K 0.26% 35
2022
Q2 		$425K Buy
17,198
+4,833
+39% +$120K 0.22% 39
2022
Q1 		$312K Buy
12,365
+1,155
+10% +$29.8K 0.15% 42
2021
Q4 		$296K Buy
11,210
+2,075
+23% +$55.1K 0.14% 45
2021
Q3 		$245K Buy
+9,135
New +$246K 0.13% 44

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

Atwater Malick's IBDQ Position: Q4 2025 in Review

Atwater Malick sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 33,530 shares — an estimated $845K sold.

Atwater Malick first reported a position in IBDQ in Q3 2021 and held it in 17 quarters. The position peaked at $847K in Q1 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Atwater Malick reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Atwater Malick sold 33,530 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $845K.
  • Atwater Malick first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2021 and held it in 17 quarters.
  • Atwater Malick's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $847K in Q1 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Atwater Malick's 13F filing for Q4 2025, filed 23 Jan 2026.