LWANC
IBDQ

Laurel Wealth Advisors (North Carolina)’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-167,354
Closed -$4.22M – 705
2025
Q3 		$4.22M Sell
167,354
-39,684
-19% -$998K 0.59% 46
2025
Q2 		$5.21M Sell
207,038
-4,972
-2% -$125K 0.78% 35
2025
Q1 		$5.33M Sell
212,010
-594
-0.3% -$14.9K 0.83% 34
2024
Q4 		$5.33M Buy
212,604
+14,301
+7% +$358K 0.83% 32
2024
Q3 		$4.98M Sell
198,303
-2,860
-1% -$71.4K 0.79% 35
2024
Q2 		$5M Buy
201,163
+545
+0.3% +$13.5K 0.87% 29
2024
Q1 		$4.98M Buy
200,618
+31,434
+19% +$779K 0.85% 33
2023
Q4 		$4.19M Buy
169,184
+46,186
+38% +$1.13M 0.79% 34
2023
Q3 		$3M Buy
122,998
+2,917
+2% +$71.1K 0.63% 44
2023
Q2 		$2.93M Sell
120,081
-2,434
-2% -$59.6K 0.59% 46
2023
Q1 		$3.01M Buy
122,515
+7,910
+7% +$193K 0.64% 46
2022
Q4 		$2.79M Buy
114,605
+14,840
+15% +$359K 0.63% 45
2022
Q3 		$2.41M Buy
99,765
+1,500
+2% +$37K 0.6% 52
2022
Q2 		$2.43M Buy
98,265
+5,350
+6% +$133K 0.59% 56
2022
Q1 		$2.35M Buy
92,915
+840
+0.9% +$21.7K 0.49% 57
2021
Q4 		$2.43M Buy
92,075
+6,125
+7% +$163K 0.5% 58
2021
Q3 		$2.31M Buy
85,950
+6,000
+8% +$162K 0.51% 55
2021
Q2 		$2.16M Buy
79,950
+13,600
+20% +$367K 0.47% 57
2021
Q1 		$1.78M Buy
66,350
+61,400
+1,240% +$1.66M 0.43% 63
2020
Q4 		$135K Hold
4,950
– – 0.04% 173
2020
Q3 		$134K Hold
4,950
– – 0.04% 163
2020
Q2 		$134K Hold
4,950
– – 0.04% 156
2020
Q1 		$124K Hold
4,950
– – 0.05% 149
2019
Q4 		$128K Buy
4,950
+2,000
+68% +$51.7K 0.04% 168
2019
Q3 		$76K Hold
2,950
– – 0.03% 204
2019
Q2 		$76K Hold
2,950
– – 0.03% 203
2019
Q1 		$73K Buy
2,950
+250
+9% +$6.08K 0.03% 202
2018
Q4 		$64K Buy
+2,700
New +$63.8K 0.03% 198

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

Laurel Wealth Advisors (North Carolina)'s IBDQ Position: Q4 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 167,354 shares — an estimated $4.22M sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IBDQ in Q4 2018 and held it in 28 quarters. The position peaked at $5.33M in Q1 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 167,354 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $4.22M.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2018 and held it in 28 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares iBonds Dec 2025 Term Corporate ETF position peaked at $5.33M in Q1 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2025, filed 30 Jan 2026.