Cloud Capital Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Cloud Capital 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	-6,149	Closed	-$154K	–	742
2025 Q3	$154K	Buy	+6,149	New	+$155K	0.08%	95
2025 Q2	–	Sell	-6,639	Closed	-$166K	–	155
2025 Q1	$166K	Buy	+6,639	New	+$167K	0.12%	75

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

Cloud Capital Management's IBDQ Position: Q4 2025 in Review

Cloud Capital Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 6,149 shares — an estimated $154K sold.

Cloud Capital Management first reported a position in IBDQ in Q1 2025 and held it in 2 quarters. The position peaked at $166K in Q1 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Cloud Capital Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Cloud Capital Management sold 6,149 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $154K.
Cloud Capital Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2025 and held it in 2 quarters.
Cloud Capital Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $166K in Q1 2025.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.