Legacy Bridge’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Legacy Bridge’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	-2,906	Closed	-$73.2K	–	468
2025 Q3	$73.2K	Hold	2,906	–	–	0.03%	181
2025 Q2	$73.2K	Hold	2,906	–	–	0.03%	172
2025 Q1	$73.1K	Hold	2,906	–	–	0.04%	167
2024 Q4	$72.8K	Buy	2,906 +300	+12%	+$7.52K	0.04%	175
2024 Q3	$65.4K	Sell	2,606 -3,700	-59%	-$92.3K	0.04%	182
2024 Q2	$157K	Buy	6,306 +125	+2%	+$3.1K	0.09%	139
2024 Q1	$153K	Buy	6,181 +800	+15%	+$19.8K	0.09%	152
2023 Q4	$133K	Buy	+5,381	New	+$132K	0.09%	152

Other funds holding IBDQ

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Legacy Bridge's IBDQ Position: Q4 2025 in Review

Legacy Bridge sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 2,906 shares — an estimated $73.2K sold.

Legacy Bridge first reported a position in IBDQ in Q4 2023 and held it in 8 quarters. The position peaked at $157K in Q2 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Legacy Bridge reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Legacy Bridge sold 2,906 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $73.2K.
Legacy Bridge first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2023 and held it in 8 quarters.
Legacy Bridge's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $157K in Q2 2024.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Legacy Bridge's 13F filing for Q4 2025, filed 23 Jan 2026.