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

Bullock 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	-24,960	Closed	-$626K	–	615
2025 Q3	$626K	Buy	24,960 +261	+1%	+$6.56K	0.31%	76
2025 Q2	$620K	Buy	24,699 +3,034	+14%	+$76.2K	0.33%	76
2025 Q1	$544K	Buy	21,665 +15,118	+231%	+$380K	0.3%	80
2024 Q4	$164K	Buy	6,547 +4,803	+275%	+$120K	0.1%	171
2024 Q3	$43.7K	Buy	1,744 +8	+0.5%	+$200	0.03%	252
2024 Q2	$43K	Buy	1,736 +16	+0.9%	+$396	0.03%	244
2024 Q1	$42.6K	Buy	+1,720	New	+$42.6K	0.03%	256

Other funds holding IBDQ

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Bullock Wealth Management's IBDQ Position: Q4 2025 in Review

Bullock Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 24,960 shares — an estimated $626K sold.

Bullock Wealth Management first reported a position in IBDQ in Q1 2024 and held it in 7 quarters. The position peaked at $626K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Bullock Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Bullock Wealth Management sold 24,960 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $626K.
Bullock Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2024 and held it in 7 quarters.
Bullock Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $626K in Q3 2025.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Bullock Wealth Management's 13F filing for Q4 2025, filed 10 Sep 2026.