MCM
IBDQ

MAI Capital Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

MAI Capital Management’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
-2,232
Closed -$56.2K – 4410
2025
Q3 		$56.2K Buy
2,232
+3
+0.1% +$75 ﹤0.01% 1856
2025
Q2 		$56.1K Hold
2,229
– – ﹤0.01% 1788
2025
Q1 		$56.1K Hold
2,229
– – ﹤0.01% 1687
2024
Q4 		$55.8K Buy
+2,229
New +$55.8K ﹤0.01% 1712

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

MAI Capital Management's IBDQ Position: Q4 2025 in Review

MAI Capital Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 2,232 shares — an estimated $56.2K sold.

MAI Capital Management first reported a position in IBDQ in Q4 2024 and held it in 4 quarters. The position peaked at $56.2K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • MAI Capital Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • MAI Capital Management sold 2,232 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $56.2K.
  • MAI Capital Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2024 and held it in 4 quarters.
  • MAI Capital Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $56.2K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on MAI Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.