AW
IBDQ

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

Avion Wealth’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
Q3 		– Sell
-185
Closed -$4K – 1362
2025
Q2 		$4K Buy
+185
New +$4.65K ﹤0.01% 668

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Avion Wealth's IBDQ Position: Q3 2025 in Review

Avion Wealth sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2025, closing a stake of 185 shares — an estimated $4K sold.

Avion Wealth first reported a position in IBDQ in Q2 2025 and held it in 1 quarter. The position peaked at $4K in Q2 2025. 361 funds tracked by Wall St. Rank hold IBDQ as of Q3 2025.

  • Avion Wealth reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
  • Avion Wealth sold 185 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2025, an estimated $4K.
  • Avion Wealth first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2025 and held it in 1 quarter.
  • Avion Wealth's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $4K in Q2 2025.
  • 361 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2025.

Based on Avion Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.