HCA
IBDQ

Heck Capital Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Heck Capital 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
-119,544
Closed -$3.01M – 215
2025
Q3 		$3.01M Buy
119,544
+2,502
+2% +$62.9K 0.23% 65
2025
Q2 		$2.95M Buy
117,042
+2,384
+2% +$59.9K 0.25% 59
2025
Q1 		$2.88M Sell
114,658
-218
-0.2% -$5.47K 0.32% 55
2024
Q4 		$2.88M Buy
114,876
+84
+0.1% +$2.1K 0.33% 55
2024
Q3 		$2.88M Buy
114,792
+3,002
+3% +$74.9K 0.33% 55
2024
Q2 		$2.78M Sell
111,790
-2,506
-2% -$62.1K 0.35% 56
2024
Q1 		$2.84M Sell
114,296
-2,758
-2% -$68.3K 0.43% 49
2023
Q4 		$2.9M Sell
117,054
-11,329
-9% -$278K 0.47% 47
2023
Q3 		$3.13M Sell
128,383
-9,908
-7% -$242K 0.58% 46
2023
Q2 		$3.37M Sell
138,291
-5,960
-4% -$146K 0.58% 43
2023
Q1 		$3.54M Buy
+144,251
New +$3.53M 0.68% 37

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

Heck Capital Advisors's IBDQ Position: Q4 2025 in Review

Heck Capital Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 119,544 shares — an estimated $3.01M sold.

Heck Capital Advisors first reported a position in IBDQ in Q1 2023 and held it in 11 quarters. The position peaked at $3.54M in Q1 2023. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Heck Capital Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 119,544 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $3.01M.
  • Heck Capital Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2023 and held it in 11 quarters.
  • Heck Capital Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $3.54M in Q1 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Heck Capital Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.