Empirical Asset Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Empirical Asset 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	-20,912	Closed	-$527K	–	367
2025 Q3	$527K	Buy	20,912 +39	+0.2%	+$980	0.15%	220
2025 Q2	$526K	Buy	20,873 +38	+0.2%	+$954	0.16%	198
2025 Q1	$524K	Buy	20,835 +24	+0.1%	+$603	0.18%	174
2024 Q4	$521K	Sell	20,811 -3,665	-15%	-$91.8K	0.17%	159
2024 Q3	$614K	Buy	24,476 +35	+0.1%	+$873	0.22%	138
2024 Q2	$608K	Buy	+24,441	New	+$605K	0.23%	125

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

Empirical Asset Management's IBDQ Position: Q4 2025 in Review

Empirical Asset Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 20,912 shares — an estimated $527K sold.

Empirical Asset Management first reported a position in IBDQ in Q2 2024 and held it in 6 quarters. The position peaked at $614K in Q3 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Empirical Asset Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Empirical Asset Management sold 20,912 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $527K.
Empirical Asset Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2024 and held it in 6 quarters.
Empirical Asset Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $614K in Q3 2024.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Empirical Asset Management's 13F filing for Q4 2025, filed 6 Feb 2026.