Clearwater Capital Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Clearwater Capital Advisors’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	-68,954	Closed	-$1.74M	–	168
2025 Q3	$1.74M	Hold	68,954	–	–	0.15%	58
2025 Q2	$1.74M	Hold	68,954	–	–	0.16%	54
2025 Q1	$1.73M	Hold	68,954	–	–	0.17%	59
2024 Q4	$1.73M	Buy	68,954 +28,992	+73%	+$726K	0.17%	60
2024 Q3	$1M	Buy	+39,962	New	+$997K	0.1%	77

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

Clearwater Capital Advisors's IBDQ Position: Q4 2025 in Review

Clearwater Capital Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 68,954 shares — an estimated $1.74M sold.

Clearwater Capital Advisors first reported a position in IBDQ in Q3 2024 and held it in 5 quarters. The position peaked at $1.74M in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Clearwater Capital Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Clearwater Capital Advisors sold 68,954 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $1.74M.
Clearwater Capital Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2024 and held it in 5 quarters.
Clearwater Capital Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.74M in Q3 2025.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Clearwater Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.