PWMAI
IBDQ

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-1,539
Closed -$38.8K – 565
2025
Q3 		$38.8K Hold
1,539
– – 0.01% 299
2025
Q2 		$38.8K Hold
1,539
– – 0.01% 284
2025
Q1 		$38.7K Hold
1,539
– – 0.01% 285
2024
Q4 		$38.6K Buy
+1,539
New +$38.6K 0.02% 283

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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 $2.81B AUM 21.81% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IBDQ Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 1,539 shares — an estimated $38.8K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IBDQ in Q4 2024 and held it in 4 quarters. The position peaked at $38.8K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 1,539 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $38.8K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2024 and held it in 4 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares iBonds Dec 2025 Term Corporate ETF position peaked at $38.8K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.