Avidian Wealth Enterprises’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Avidian Wealth Enterprises’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	-21,885	Closed	-$551K	–	589
2025 Q3	$551K	Buy	21,885 +371	+2%	+$9.33K	0.02%	347
2025 Q2	$542K	Buy	21,514 +8,015	+59%	+$201K	0.02%	315
2025 Q1	$339K	Buy	+13,499	New	+$339K	0.02%	382
2022 Q4	–	Sell	-10,015	Closed	-$242K	–	457
2022 Q3	$242K	Sell	10,015 -422	-4%	-$10.4K	0.02%	368
2022 Q2	$258K	Sell	10,437 -755	-7%	-$18.8K	0.02%	379
2022 Q1	$283K	Buy	+11,192	New	+$289K	0.02%	400

Other funds holding IBDQ

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Avidian Wealth Enterprises's IBDQ Position: Q4 2025 in Review

Avidian Wealth Enterprises sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 21,885 shares — an estimated $551K sold.

Avidian Wealth Enterprises first reported a position in IBDQ in Q1 2022 and held it in 6 quarters. The position peaked at $551K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Avidian Wealth Enterprises reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Avidian Wealth Enterprises sold 21,885 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $551K.
Avidian Wealth Enterprises first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2022 and held it in 6 quarters.
Avidian Wealth Enterprises's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $551K in Q3 2025.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2025, filed 2 Feb 2026.