BCWM
IBDQ

Bartlett & Co Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Bartlett & Co Wealth Management’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
-1,268
Closed -$31.9K – 1249
2025
Q3 		$31.9K Sell
1,268
-400
-24% -$10.1K ﹤0.01% 745
2025
Q2 		$42K Hold
1,668
– – ﹤0.01% 683
2025
Q1 		$42K Sell
1,668
-380
-19% -$9.54K ﹤0.01% 684
2024
Q4 		$51.3K Hold
2,048
– – ﹤0.01% 648
2024
Q3 		$51.4K Hold
2,048
– – ﹤0.01% 650
2024
Q2 		$50.9K Hold
2,048
– – ﹤0.01% 653
2024
Q1 		$50.8K Hold
2,048
– – ﹤0.01% 661
2023
Q4 		$50.7K Hold
2,048
– – ﹤0.01% 705
2023
Q3 		$49.9K Hold
2,048
– – ﹤0.01% 665
2023
Q2 		$49.9K Buy
+2,048
New +$50.1K ﹤0.01% 669

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

Bartlett & Co Wealth Management's IBDQ Position: Q4 2025 in Review

Bartlett & Co Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 1,268 shares — an estimated $31.9K sold.

Bartlett & Co Wealth Management first reported a position in IBDQ in Q2 2023 and held it in 10 quarters. The position peaked at $51.4K in Q3 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Bartlett & Co Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,268 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $31.9K.
  • Bartlett & Co Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2023 and held it in 10 quarters.
  • Bartlett & Co Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $51.4K in Q3 2024.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.