KNW
IBDQ

Kesler Norman & Wride’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Kesler Norman & Wride’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
-319,162
Closed -$8M – 247
2025
Q3 		$8M Buy
319,162
+53,750
+20% +$1.35M 1.57% 10
2025
Q2 		$6.68M Sell
265,412
-187,793
-41% -$4.72M 1.19% 25
2025
Q1 		$11.4M Buy
+453,205
New +$11.4M 2.17% 5
2024
Q4 		– Sell
-305,929
Closed -$7.68M – 231
2024
Q3 		$7.68M Buy
305,929
+9,521
+3% +$238K 1.51% 13
2024
Q2 		$7.37M Buy
296,408
+10,773
+4% +$267K 1.56% 14
2024
Q1 		$7.09M Buy
285,635
+23,247
+9% +$576K 1.5% 17
2023
Q4 		$6.5M Buy
262,388
+109,517
+72% +$2.68M 1.49% 19
2023
Q3 		$3.73M Buy
152,871
+27,702
+22% +$676K 0.94% 38
2023
Q2 		$3.05M Sell
125,169
-4,492
-3% -$110K 0.74% 44
2023
Q1 		$3.18M Sell
129,661
-2,208
-2% -$54K 0.8% 43
2022
Q4 		$3.21M Buy
131,869
+1,459
+1% +$35.3K 0.83% 46
2022
Q3 		$3.15M Buy
130,410
+3,793
+3% +$93.6K 0.88% 49
2022
Q2 		$3.13M Sell
126,617
-19,392
-13% -$483K 0.87% 49
2022
Q1 		$3.69M Sell
146,009
-59,833
-29% -$1.54M 0.82% 58
2021
Q4 		$5.44M Buy
205,842
+6,162
+3% +$164K 1.15% 29
2021
Q3 		$5.36M Buy
199,680
+722
+0.4% +$19.5K 1.26% 26
2021
Q2 		$5.39M Buy
198,958
+4,687
+2% +$126K 1.24% 25
2021
Q1 		$5.21M Buy
194,271
+7,940
+4% +$215K 1.29% 25
2020
Q4 		$5.1M Buy
+186,331
New +$5.07M 1.42% 24

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

Kesler Norman & Wride's IBDQ Position: Q4 2025 in Review

Kesler Norman & Wride sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 319,162 shares — an estimated $8M sold.

Kesler Norman & Wride first reported a position in IBDQ in Q4 2020 and held it in 19 quarters. The position peaked at $11.4M in Q1 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Kesler Norman & Wride reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Kesler Norman & Wride sold 319,162 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $8M.
  • Kesler Norman & Wride first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2020 and held it in 19 quarters.
  • Kesler Norman & Wride's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $11.4M in Q1 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Kesler Norman & Wride's 13F filing for Q4 2025, filed 10 Feb 2026.