Crestmont Private Wealth’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Crestmont Private Wealth’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	-73,343	Closed	-$1.85M	–	98
2025 Q3	$1.85M	Sell	73,343 -599	-0.8%	-$15.1K	0.61%	13
2025 Q2	$1.86M	Buy	73,942 +1,674	+2%	+$42K	0.67%	13
2025 Q1	$1.82M	Buy	72,268 +13,583	+23%	+$341K	0.79%	11
2024 Q4	$1.47M	Buy	58,685 +34,393	+142%	+$862K	0.66%	12
2024 Q3	$610K	Buy	24,292 +7,260	+43%	+$181K	0.27%	26
2024 Q2	$423K	Buy	17,032 +2,418	+17%	+$59.9K	0.2%	32
2024 Q1	$363K	Buy	+14,614	New	+$362K	0.18%	42

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

Crestmont Private Wealth's IBDQ Position: Q4 2025 in Review

Crestmont Private Wealth sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 73,343 shares — an estimated $1.85M sold.

Crestmont Private Wealth first reported a position in IBDQ in Q1 2024 and held it in 7 quarters. The position peaked at $1.86M in Q2 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Crestmont Private Wealth reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Crestmont Private Wealth sold 73,343 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $1.85M.
Crestmont Private Wealth first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2024 and held it in 7 quarters.
Crestmont Private Wealth's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.86M in Q2 2025.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Crestmont Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.