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

Drive 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	-156,860	Closed	-$3.95M	–	397
2025 Q3	$3.95M	Sell	156,860 -834	-0.5%	-$21K	0.84%	25
2025 Q2	$3.97M	Sell	157,694 -2,997	-2%	-$75.3K	0.87%	20
2025 Q1	$4.04M	Buy	+160,691	New	+$4.04M	0.95%	19

Other funds holding IBDQ

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Drive Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 156,860 shares — an estimated $3.95M sold.

Drive Wealth Management first reported a position in IBDQ in Q1 2025 and held it in 3 quarters. The position peaked at $4.04M in Q1 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Drive Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Drive Wealth Management sold 156,860 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $3.95M.
Drive Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2025 and held it in 3 quarters.
Drive Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $4.04M in Q1 2025.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Drive Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.