CT
IBDQ

Coastline Trust’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Coastline Trust’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
-6,044
Closed -$152K – 409
2025
Q3 		$152K Hold
6,044
– – 0.02% 204
2025
Q2 		$152K Buy
6,044
+1,822
+43% +$45.8K 0.02% 206
2025
Q1 		$106K Hold
4,222
– – 0.01% 226
2024
Q4 		$106K Hold
4,222
– – 0.01% 233
2024
Q3 		$106K Buy
+4,222
New +$105K 0.01% 244

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

Coastline Trust's IBDQ Position: Q4 2025 in Review

Coastline Trust sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 6,044 shares — an estimated $152K sold.

Coastline Trust first reported a position in IBDQ in Q3 2024 and held it in 5 quarters. The position peaked at $152K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Coastline Trust reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Coastline Trust sold 6,044 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $152K.
  • Coastline Trust first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2024 and held it in 5 quarters.
  • Coastline Trust's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $152K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Coastline Trust's 13F filing for Q4 2025, filed 5 Jan 2026.