AGP
IBDQ

Autumn Glory Partners’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Autumn Glory Partners’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
-13,663
Closed -$344K – 210
2025
Q3 		$344K Buy
13,663
+324
+2% +$8.14K 0.14% 142
2025
Q2 		$336K Sell
13,339
-1,252
-9% -$31.4K 0.16% 137
2025
Q1 		$367K Buy
14,591
+2,000
+16% +$50.2K 0.18% 122
2024
Q4 		$315K Buy
12,591
+120
+1% +$3.01K 0.15% 131
2024
Q3 		$313K Hold
12,471
– – 0.12% 163
2024
Q2 		$310K Buy
12,471
+4,272
+52% +$106K 0.16% 125
2024
Q1 		$203K Hold
8,199
– – 0.1% 163
2023
Q4 		$203K Buy
+8,199
New +$201K 0.12% 156

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

Autumn Glory Partners's IBDQ Position: Q4 2025 in Review

Autumn Glory Partners sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 13,663 shares — an estimated $344K sold.

Autumn Glory Partners first reported a position in IBDQ in Q4 2023 and held it in 8 quarters. The position peaked at $367K in Q1 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Autumn Glory Partners reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Autumn Glory Partners sold 13,663 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $344K.
  • Autumn Glory Partners first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2023 and held it in 8 quarters.
  • Autumn Glory Partners's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $367K in Q1 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Autumn Glory Partners's 13F filing for Q4 2025, filed 27 Jan 2026.