Elevate Wealth Advisory’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Elevate Wealth Advisory’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	-6,709	Closed	-$169K	–	126
2025 Q3	$169K	Hold	6,709	–	–	0.12%	73
2025 Q2	$169K	Buy	6,709 +2,784	+71%	+$69.9K	0.12%	82
2025 Q1	$98.7K	Hold	3,925	–	–	0.07%	82
2024 Q4	$98.3K	Hold	3,925	–	–	0.07%	76
2024 Q3	$98.5K	Buy	+3,925	New	+$98K	0.07%	78

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

Elevate Wealth Advisory's IBDQ Position: Q4 2025 in Review

Elevate Wealth Advisory sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 6,709 shares — an estimated $169K sold.

Elevate Wealth Advisory first reported a position in IBDQ in Q3 2024 and held it in 5 quarters. The position peaked at $169K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Elevate Wealth Advisory reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Elevate Wealth Advisory sold 6,709 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $169K.
Elevate Wealth Advisory first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2024 and held it in 5 quarters.
Elevate Wealth Advisory's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $169K in Q3 2025.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Elevate Wealth Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.