GAM
IBDQ

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

Gould Asset 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
-52,390
Closed -$1.32M – 171
2025
Q3 		$1.32M Sell
52,390
-145
-0.3% -$3.65K 0.25% 51
2025
Q2 		$1.32M Buy
52,535
+2,775
+6% +$69.7K 0.26% 50
2025
Q1 		$1.25M Sell
49,760
-60
-0.1% -$1.51K 0.26% 48
2024
Q4 		$1.25M Buy
49,820
+3,935
+9% +$98.6K 0.26% 50
2024
Q3 		$1.15M Buy
45,885
+20
+0% +$499 0.25% 51
2024
Q2 		$1.14M Buy
45,865
+13,490
+42% +$334K 0.26% 51
2024
Q1 		$803K Buy
32,375
+8,145
+34% +$202K 0.19% 66
2023
Q4 		$600K Buy
24,230
+10,580
+78% +$259K 0.16% 71
2023
Q3 		$333K Sell
13,650
-775
-5% -$18.9K 0.09% 108
2023
Q2 		$352K Buy
14,425
+650
+5% +$15.9K 0.1% 107
2023
Q1 		$338K Sell
13,775
-5,460
-28% -$133K 0.1% 105
2022
Q4 		$468K Buy
+19,235
New +$466K 0.14% 87

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 $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Gould Asset Management's IBDQ Position: Q4 2025 in Review

Gould Asset Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 52,390 shares — an estimated $1.32M sold.

Gould Asset Management first reported a position in IBDQ in Q4 2022 and held it in 12 quarters. The position peaked at $1.32M in Q2 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Gould Asset Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Gould Asset Management sold 52,390 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $1.32M.
  • Gould Asset Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2022 and held it in 12 quarters.
  • Gould Asset Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.32M in Q2 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Gould Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.