MAS
IBDQ

Madden Advisory Services’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Madden Advisory Services’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
Q3 		– Sell
-332,080
Closed -$8.35M – 6
2025
Q2 		$8.36M Buy
332,080
+25,199
+8% +$633K 3.56% 5
2025
Q1 		$7.72M Buy
306,881
+10,162
+3% +$255K 3.6% 5
2024
Q4 		$7.43M Buy
296,719
+43,863
+17% +$1.1M 3.45% 5
2024
Q3 		$6.35M Buy
252,856
+52,912
+26% +$1.32M 2.91% 7
2024
Q2 		$4.97M Buy
199,944
+15,455
+8% +$383K 2.53% 11
2024
Q1 		$4.58M Buy
184,489
+26,730
+17% +$662K 2.41% 11
2023
Q4 		$3.91M Buy
157,759
+68,263
+76% +$1.67M 2.2% 11
2023
Q3 		$2.18M Buy
89,496
+69,017
+337% +$1.68M 1.38% 24
2023
Q2 		$499K Buy
20,479
+800
+4% +$19.6K 0.32% 55
2023
Q1 		$483K Buy
19,679
+76
+0.4% +$1.86K 0.34% 55
2022
Q4 		$477K Buy
19,603
+1,104
+6% +$26.7K 0.36% 54
2022
Q3 		$446K Hold
18,499
– – 0.36% 53
2022
Q2 		$457K Sell
18,499
-10,944
-37% -$272K 0.35% 54
2022
Q1 		$743K Buy
29,443
+442
+2% +$11.4K 0.5% 40
2021
Q4 		$766K Buy
29,001
+4,940
+21% +$131K 0.5% 40
2021
Q3 		$646K Buy
+24,061
New +$649K 0.46% 42

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Madden Advisory Services's IBDQ Position: Q3 2025 in Review

Madden Advisory Services sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2025, closing a stake of 332,080 shares — an estimated $8.35M sold.

Madden Advisory Services first reported a position in IBDQ in Q3 2021 and held it in 16 quarters. The position peaked at $8.36M in Q2 2025. 361 funds tracked by Wall St. Rank hold IBDQ as of Q3 2025.

  • Madden Advisory Services reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
  • Madden Advisory Services sold 332,080 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2025, an estimated $8.35M.
  • Madden Advisory Services first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2021 and held it in 16 quarters.
  • Madden Advisory Services's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $8.36M in Q2 2025.
  • 361 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2025.

Based on Madden Advisory Services's 13F filing for Q3 2025, filed 24 Oct 2025.