Loring Wolcott & Coolidge Fiduciary Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	-6,000	Closed	-$151K	–	545
2025 Q3	$151K	Hold	6,000	–	–	﹤0.01%	349
2025 Q2	$151K	Hold	6,000	–	–	﹤0.01%	310
2025 Q1	$151K	Hold	6,000	–	–	﹤0.01%	297
2024 Q4	$151K	Sell	6,000 -1,500	-20%	-$37.6K	﹤0.01%	311
2024 Q3	$188K	Hold	7,500	–	–	﹤0.01%	287
2024 Q2	$187K	Hold	7,500	–	–	﹤0.01%	280
2024 Q1	$186K	Hold	7,500	–	–	﹤0.01%	278
2023 Q4	$186K	Hold	7,500	–	–	﹤0.01%	287
2023 Q3	$183K	Hold	7,500	–	–	﹤0.01%	296
2023 Q2	$183K	Hold	7,500	–	–	﹤0.01%	303
2023 Q1	$184K	Buy	+7,500	New	+$183K	﹤0.01%	284

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 $2.81B AUM 21.81% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IBDQ Position: Q4 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 6,000 shares — an estimated $151K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IBDQ in Q1 2023 and held it in 11 quarters. The position peaked at $188K in Q3 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 6,000 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $151K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2023 and held it in 11 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $188K in Q3 2024.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.