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

GeoWealth 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 Q3	–	Sell	-39,349	Closed	-$991K	–	972
2025 Q2	$991K	Buy	39,349 +2,618	+7%	+$65.8K	0.04%	258
2025 Q1	$924K	Buy	36,731 +1,979	+6%	+$49.7K	0.04%	287
2024 Q4	$871K	Buy	+34,752	New	+$871K	0.03%	322

Other funds holding IBDQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SVWAG

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

SWP

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

GeoWealth Management's IBDQ Position: Q3 2025 in Review

GeoWealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2025, closing a stake of 39,349 shares — an estimated $991K sold.

GeoWealth Management first reported a position in IBDQ in Q4 2024 and held it in 3 quarters. The position peaked at $991K in Q2 2025. 361 funds tracked by Wall St. Rank hold IBDQ as of Q3 2025.

GeoWealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 39,349 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2025, an estimated $991K.
GeoWealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2024 and held it in 3 quarters.
GeoWealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $991K in Q2 2025.
361 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.