GWA
IBDQ

Gratus Wealth Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Gratus Wealth Advisors’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
-1,289,241
Closed -$32.5M – 132
2025
Q3 		$32.5M Buy
1,289,241
+26,883
+2% +$676K 4.57% 8
2025
Q2 		$31.8M Buy
1,262,358
+25,498
+2% +$640K 4.81% 7
2025
Q1 		$31.1M Buy
1,236,860
+42,203
+4% +$1.06M 5.11% 6
2024
Q4 		$29.9M Buy
1,194,657
+33,163
+3% +$831K 4.79% 5
2024
Q3 		$29.1M Buy
1,161,494
+54,497
+5% +$1.36M 4.75% 6
2024
Q2 		$27.5M Buy
1,106,997
+30,371
+3% +$752K 4.75% 5
2024
Q1 		$26.6M Buy
1,076,626
+87,412
+9% +$2.16M 4.89% 6
2023
Q4 		$24.5M Buy
+989,214
New +$24.2M 4.83% 6

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

Gratus Wealth Advisors's IBDQ Position: Q4 2025 in Review

Gratus Wealth Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 1,289,241 shares — an estimated $32.5M sold.

Gratus Wealth Advisors first reported a position in IBDQ in Q4 2023 and held it in 8 quarters. The position peaked at $32.5M in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Gratus Wealth Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Gratus Wealth Advisors sold 1,289,241 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $32.5M.
  • Gratus Wealth Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2023 and held it in 8 quarters.
  • Gratus Wealth Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $32.5M in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Gratus Wealth Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.