Granite Bay Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Granite Bay Wealth 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	-12,800	Closed	-$322K	–	83
2025 Q2	$322K	Hold	12,800	–	–	0.1%	53
2025 Q1	$322K	Hold	12,800	–	–	0.11%	54
2024 Q4	$321K	Sell	12,800 -1,000	-7%	-$25.1K	0.12%	57
2024 Q3	$346K	Sell	13,800 -2,000	-13%	-$49.9K	0.19%	35
2024 Q2	$393K	Sell	15,800 -26,216	-62%	-$649K	0.21%	45
2024 Q1	$1.04M	Buy	+42,016	New	+$1.04M	0.59%	37
2023 Q2	$1.51M	Buy	61,800 +28,900	+88%	+$708K	1.4%	15
2023 Q1	$807K	Buy	+32,900	New	+$804K	0.56%	28

Other funds holding IBDQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HPC

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.61B AUM 26.11% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Granite Bay Wealth Management's IBDQ Position: Q3 2025 in Review

Granite Bay Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2025, closing a stake of 12,800 shares — an estimated $322K sold.

Granite Bay Wealth Management first reported a position in IBDQ in Q1 2023 and held it in 8 quarters. The position peaked at $1.51M in Q2 2023. 362 funds tracked by Wall St. Rank hold IBDQ as of Q3 2025.

Granite Bay Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
Granite Bay Wealth Management sold 12,800 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2025, an estimated $322K.
Granite Bay Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2023 and held it in 8 quarters.
Granite Bay Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.51M in Q2 2023.
362 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2025.

Based on Granite Bay Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.