JAG
IBDQ

Journey Advisory Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Journey Advisory 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
-568,766
Closed -$14.3M – 269
2025
Q3 		$14.3M Sell
568,766
-8,672
-2% -$218K 1.06% 25
2025
Q2 		$14.5M Sell
577,438
-92,124
-14% -$2.31M 1.13% 24
2025
Q1 		$16.8M Buy
669,562
+163,853
+32% +$4.11M 1.38% 16
2024
Q4 		$12.6M Hold
505,709
– – 1.51% 18
2024
Q3 		$12.6M Hold
505,709
– – 1.51% 18
2024
Q2 		$12.6M Buy
505,709
+18,627
+4% +$461K 1.5% 18
2024
Q1 		$12.1M Buy
487,082
+471,082
+2,944% +$11.7M 1.49% 17
2023
Q4 		$396K Sell
16,000
-500
-3% -$12.2K 0.05% 161
2023
Q3 		$402K Buy
16,500
+3,112
+23% +$75.9K 0.06% 161
2023
Q2 		$326K Hold
13,388
– – 0.05% 172
2023
Q1 		$328K Buy
13,388
+2,138
+19% +$52.2K 0.05% 176
2022
Q4 		$274K Sell
11,250
-207
-2% -$5.01K 0.07% 188
2022
Q3 		$276K Sell
11,457
-3,700
-24% -$91.3K 0.07% 192
2022
Q2 		$379K Buy
15,157
+6,200
+69% +$154K 0.09% 180
2022
Q1 		$226K Buy
+8,957
New +$231K 0.06% 206

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

Journey Advisory Group's IBDQ Position: Q4 2025 in Review

Journey Advisory Group sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 568,766 shares — an estimated $14.3M sold.

Journey Advisory Group first reported a position in IBDQ in Q1 2022 and held it in 15 quarters. The position peaked at $16.8M in Q1 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Journey Advisory Group reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Journey Advisory Group sold 568,766 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $14.3M.
  • Journey Advisory Group first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2022 and held it in 15 quarters.
  • Journey Advisory Group's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $16.8M in Q1 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Journey Advisory Group's 13F filing for Q4 2025, filed 27 Jan 2026.