GVAG
IBDQ

Great Valley Advisor Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Great Valley Advisor Group’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
-21,120
Closed -$532K – 965
2025
Q3 		$532K Buy
21,120
+256
+1% +$6.43K 0.01% 614
2025
Q2 		$525K Sell
20,864
-5,002
-19% -$126K 0.01% 595
2025
Q1 		$650K Sell
25,866
-8,490
-25% -$213K 0.01% 529
2024
Q4 		$860K Buy
+34,356
New +$861K 0.02% 477
2023
Q3 		– Sell
-31,355
Closed -$764K – 702
2023
Q2 		$764K Buy
31,355
+149
+0.5% +$3.65K 0.03% 352
2023
Q1 		$765K Sell
31,206
-2,000
-6% -$48.9K 0.04% 351
2022
Q4 		$808K Buy
33,206
+3,863
+13% +$93.6K 0.04% 356
2022
Q3 		$708K Buy
29,343
+1,400
+5% +$34.5K 0.04% 359
2022
Q2 		$690K Buy
+27,943
New +$696K 0.04% 366

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

Great Valley Advisor Group's IBDQ Position: Q4 2025 in Review

Great Valley Advisor Group sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 21,120 shares — an estimated $532K sold.

Great Valley Advisor Group first reported a position in IBDQ in Q2 2022 and held it in 9 quarters. The position peaked at $860K in Q4 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Great Valley Advisor Group reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 21,120 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $532K.
  • Great Valley Advisor Group first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2022 and held it in 9 quarters.
  • Great Valley Advisor Group's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $860K in Q4 2024.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Great Valley Advisor Group's 13F filing for Q4 2025, filed 12 Feb 2026.