GAMMA Investing’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

GAMMA Investing’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 Q2	–	Sell	-201,335	Closed	-$5.06M	–	3833
2025 Q1	$5.06M	Buy	201,335 +35,977	+22%	+$903K	0.38%	38
2024 Q4	$4.14M	Buy	165,358 +58,539	+55%	+$1.47M	0.35%	39
2024 Q3	$2.68M	Buy	106,819 +67,916	+175%	+$1.69M	0.27%	63
2024 Q2	$967K	Buy	38,903 +18,247	+88%	+$452K	0.13%	137
2024 Q1	$512K	Buy	+20,656	New	+$512K	0.1%	187

Other funds holding IBDQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

GAMMA Investing's IBDQ Position: Q2 2025 in Review

GAMMA Investing sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q2 2025, closing a stake of 201,335 shares — an estimated $5.06M sold.

GAMMA Investing first reported a position in IBDQ in Q1 2024 and held it in 5 quarters. The position peaked at $5.06M in Q1 2025. 392 funds tracked by Wall St. Rank hold IBDQ as of Q2 2025.

GAMMA Investing reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
GAMMA Investing sold 201,335 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2025, an estimated $5.06M.
GAMMA Investing first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2024 and held it in 5 quarters.
GAMMA Investing's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $5.06M in Q1 2025.
392 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2025.

Based on GAMMA Investing's 13F filing for Q2 2025, filed 14 Jul 2025.