HWM
IBDQ

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

Horizons 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
Q4 		– Sell
-8,398
Closed -$212K – 173
2025
Q3 		$212K Sell
8,398
-2,228
-21% -$56K 0.14% 64
2025
Q2 		$268K Sell
10,626
-1,382
-12% -$34.7K 0.19% 59
2025
Q1 		$302K Sell
12,008
-289
-2% -$7.26K 0.22% 52
2024
Q4 		$308K Sell
12,297
-1,035
-8% -$25.9K 0.23% 52
2024
Q3 		$335K Sell
13,332
-161
-1% -$4.02K 0.26% 47
2024
Q2 		$336K Sell
13,493
-258
-2% -$6.39K 0.27% 47
2024
Q1 		$340K Hold
13,751
– – 0.22% 48
2023
Q4 		$340K Buy
13,751
+1,251
+10% +$30.6K 0.22% 48
2023
Q3 		$305K Buy
12,500
+523
+4% +$12.8K 0.22% 53
2023
Q2 		$292K Hold
11,977
– – 0.21% 53
2023
Q1 		$294K Hold
11,977
– – 0.22% 48
2022
Q4 		$291K Buy
11,977
+1,274
+12% +$30.9K 0.23% 44
2022
Q3 		$258K Hold
10,703
– – 0.24% 44
2022
Q2 		$266K Buy
+10,703
New +$266K 0.22% 45

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

Horizons Wealth Management's IBDQ Position: Q4 2025 in Review

Horizons Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 8,398 shares — an estimated $212K sold.

Horizons Wealth Management first reported a position in IBDQ in Q2 2022 and held it in 14 quarters. The position peaked at $340K in Q1 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Horizons Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Horizons Wealth Management sold 8,398 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $212K.
  • Horizons Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2022 and held it in 14 quarters.
  • Horizons Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $340K in Q1 2024.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Horizons Wealth Management's 13F filing for Q4 2025, filed 5 Jan 2026.