Godshalk Welsh Capital Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Godshalk Welsh Capital 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	-33,350	Closed	-$840K	–	136
2025 Q3	$840K	Buy	33,350 +2,450	+8%	+$61.6K	0.48%	66
2025 Q2	$778K	Buy	30,900 +4,200	+16%	+$105K	0.48%	67
2025 Q1	$672K	Buy	26,700 +650	+2%	+$16.3K	0.44%	70
2024 Q4	$653K	Buy	26,050 +1,000	+4%	+$25.1K	0.42%	70
2024 Q3	$629K	Buy	25,050 +2,600	+12%	+$64.9K	0.4%	75
2024 Q2	$558K	Buy	22,450 +5,400	+32%	+$134K	0.37%	78
2024 Q1	$423K	Buy	17,050 +2,500	+17%	+$61.9K	0.28%	86
2023 Q4	$360K	Buy	+14,550	New	+$356K	0.26%	91

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

Godshalk Welsh Capital Management's IBDQ Position: Q4 2025 in Review

Godshalk Welsh Capital Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 33,350 shares — an estimated $840K sold.

Godshalk Welsh Capital Management first reported a position in IBDQ in Q4 2023 and held it in 8 quarters. The position peaked at $840K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Godshalk Welsh Capital Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Godshalk Welsh Capital Management sold 33,350 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $840K.
Godshalk Welsh Capital Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2023 and held it in 8 quarters.
Godshalk Welsh Capital Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $840K in Q3 2025.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Godshalk Welsh Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.