M3 Advisory Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

M3 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	-8,449	Closed	-$213K	–	148
2025 Q3	$213K	Hold	8,449	–	–	0.13%	142
2025 Q2	$213K	Hold	8,449	–	–	0.15%	136
2025 Q1	$212K	Sell	8,449 -3,618	-30%	-$90.8K	0.17%	127
2024 Q4	$302K	Sell	12,067 -1,884	-14%	-$47.2K	0.22%	98
2024 Q3	$350K	Buy	+13,951	New	+$348K	0.26%	88

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

M3 Advisory Group's IBDQ Position: Q4 2025 in Review

M3 Advisory Group sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 8,449 shares — an estimated $213K sold.

M3 Advisory Group first reported a position in IBDQ in Q3 2024 and held it in 5 quarters. The position peaked at $350K in Q3 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

M3 Advisory Group reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
M3 Advisory Group sold 8,449 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $213K.
M3 Advisory Group first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2024 and held it in 5 quarters.
M3 Advisory Group's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $350K in Q3 2024.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on M3 Advisory Group's 13F filing for Q4 2025, filed 16 Jan 2026.