Financial Consulate’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Financial Consulate’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	-830	Closed	-$20.9K	–	1401
2025 Q3	$20.9K	Buy	+830	New	+$20.9K	﹤0.01%	442

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

Financial Consulate's IBDQ Position: Q4 2025 in Review

Financial Consulate sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 830 shares — an estimated $20.9K sold.

Financial Consulate first reported a position in IBDQ in Q3 2025 and held it in 1 quarter. The position peaked at $20.9K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Financial Consulate reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Financial Consulate sold 830 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $20.9K.
Financial Consulate first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2025 and held it in 1 quarter.
Financial Consulate's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $20.9K in Q3 2025.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Financial Consulate's 13F filing for Q4 2025, filed 22 Jan 2026.