CSIA
IBDQ

Conrad Siegel Investment Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Conrad Siegel Investment 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
-37,109
Closed -$935K – 60
2025
Q3 		$935K Buy
37,109
+367
+1% +$9.22K 0.2% 27
2025
Q2 		$925K Sell
36,742
-12,896
-26% -$324K 0.21% 27
2025
Q1 		$1.25M Buy
49,638
+167
+0.3% +$4.19K 0.32% 24
2024
Q4 		$1.24M Buy
49,471
+4,459
+10% +$112K 0.33% 20
2024
Q3 		$1.13M Buy
45,012
+13,797
+44% +$344K 0.31% 20
2024
Q2 		$776K Buy
31,215
+599
+2% +$14.8K 0.23% 25
2024
Q1 		$760K Buy
+30,616
New +$758K 0.22% 25
2023
Q2 		– Sell
-13,989
Closed -$343K – 25
2023
Q1 		$343K Buy
13,989
+71
+0.5% +$1.74K 0.3% 25
2022
Q4 		$338K Buy
+13,918
New +$337K 0.34% 25

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

Conrad Siegel Investment Advisors's IBDQ Position: Q4 2025 in Review

Conrad Siegel Investment Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 37,109 shares — an estimated $935K sold.

Conrad Siegel Investment Advisors first reported a position in IBDQ in Q4 2022 and held it in 9 quarters. The position peaked at $1.25M in Q1 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Conrad Siegel Investment Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Conrad Siegel Investment Advisors sold 37,109 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $935K.
  • Conrad Siegel Investment Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2022 and held it in 9 quarters.
  • Conrad Siegel Investment Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.25M in Q1 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Conrad Siegel Investment Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.