DWM
IBDQ

Dakota Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Dakota Wealth 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
-10,630
Closed -$268K – 796
2025
Q3 		$268K Sell
10,630
-8,710
-45% -$219K 0.01% 572
2025
Q2 		$487K Sell
19,340
-1,340
-6% -$33.7K 0.01% 520
2025
Q1 		$520K Sell
20,680
-1,000
-5% -$25.1K 0.01% 502
2024
Q4 		$543K Sell
21,680
-65
-0.3% -$1.63K 0.01% 490
2024
Q3 		$546K Hold
21,745
– – 0.01% 488
2024
Q2 		$541K Hold
21,745
– – 0.01% 494
2024
Q1 		$539K Sell
21,745
-575
-3% -$14.2K 0.01% 489
2023
Q4 		$553K Sell
22,320
-380
-2% -$9.31K 0.02% 404
2023
Q3 		$553K Hold
22,700
– – 0.02% 386
2023
Q2 		$553K Hold
22,700
– – 0.03% 359
2023
Q1 		$557K Hold
22,700
– – 0.04% 347
2022
Q4 		$552K Sell
22,700
-955
-4% -$23.1K 0.04% 332
2022
Q3 		$571K Sell
23,655
-8,040
-25% -$198K 0.05% 320
2022
Q2 		$783K Buy
31,695
+955
+3% +$23.8K 0.07% 214
2022
Q1 		$776K Buy
+30,740
New +$793K 0.06% 221

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

Dakota Wealth Management's IBDQ Position: Q4 2025 in Review

Dakota Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 10,630 shares — an estimated $268K sold.

Dakota Wealth Management first reported a position in IBDQ in Q1 2022 and held it in 15 quarters. The position peaked at $783K in Q2 2022. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Dakota Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 10,630 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $268K.
  • Dakota Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2022 and held it in 15 quarters.
  • Dakota Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $783K in Q2 2022.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Dakota Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.