DWM
IBDQ

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

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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