ACP
IBDQ

Aviance Capital Partners’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Aviance Capital 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
-210,849
Closed -$5.31M – 366
2025
Q3 		$5.31M Buy
210,849
+7,299
+4% +$183K 0.63% 33
2025
Q2 		$5.13M Buy
203,550
+6,316
+3% +$159K 0.67% 32
2025
Q1 		$4.96M Buy
197,234
+12,120
+7% +$304K 0.7% 32
2024
Q4 		$4.64M Buy
185,114
+3,001
+2% +$75.2K 0.64% 34
2024
Q3 		$4.57M Sell
182,113
-9,939
-5% -$248K 0.6% 37
2024
Q2 		$4.77M Buy
192,052
+6,197
+3% +$154K 0.68% 32
2024
Q1 		$4.61M Sell
185,855
-1,452
-0.8% -$36K 0.69% 36
2023
Q4 		$4.64M Sell
187,307
-13,821
-7% -$339K 0.99% 25
2023
Q3 		$4.9M Sell
201,128
-11,136
-5% -$272K 1.1% 20
2023
Q2 		$5.17M Sell
212,264
-3,142
-1% -$76.9K 1.1% 21
2023
Q1 		$5.28M Sell
215,406
-3,771
-2% -$92.2K 1.18% 20
2022
Q4 		$5.33M Sell
219,177
-7,953
-4% -$193K 1.24% 17
2022
Q3 		$5.48M Sell
227,130
-5,081
-2% -$125K 1.36% 7
2022
Q2 		$5.74M Buy
+232,211
New +$5.78M 1.28% 11

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

Aviance Capital Partners's IBDQ Position: Q4 2025 in Review

Aviance Capital Partners sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 210,849 shares — an estimated $5.31M sold.

Aviance Capital Partners first reported a position in IBDQ in Q2 2022 and held it in 14 quarters. The position peaked at $5.74M in Q2 2022. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Aviance Capital Partners reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Aviance Capital Partners sold 210,849 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $5.31M.
  • Aviance Capital Partners first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2022 and held it in 14 quarters.
  • Aviance Capital Partners's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $5.74M in Q2 2022.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Aviance Capital Partners's 13F filing for Q4 2025, filed 6 Feb 2026.