CWM
IBDQ

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

Calamos 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
-8,279
Closed -$209K – 483
2025
Q3 		$209K Buy
+8,279
New +$208K 0.01% 396

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

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

Calamos Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 8,279 shares — an estimated $209K sold.

Calamos Wealth Management first reported a position in IBDQ in Q3 2025 and held it in 1 quarter. The position peaked at $209K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Calamos Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Calamos Wealth Management sold 8,279 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $209K.
  • Calamos Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2025 and held it in 1 quarter.
  • Calamos Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $209K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Calamos Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.