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

Marathon 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	-8,425	Closed	-$212K	–	176
2025 Q3	$212K	Buy	+8,425	New	+$212K	0.05%	146
2025 Q2	–	Sell	-10,175	Closed	-$256K	–	138
2025 Q1	$256K	Buy	+10,175	New	+$255K	0.07%	124
2024 Q4	–	Sell	-10,350	Closed	-$259K	–	124
2024 Q3	$260K	Buy	+10,350	New	+$258K	0.06%	125

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

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

Marathon Capital Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 8,425 shares — an estimated $212K sold.

Marathon Capital Management first reported a position in IBDQ in Q3 2024 and held it in 3 quarters. The position peaked at $260K in Q3 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Marathon Capital Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Marathon Capital Management sold 8,425 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $212K.
Marathon Capital Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2024 and held it in 3 quarters.
Marathon Capital Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $260K in Q3 2024.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Marathon Capital Management's 13F filing for Q4 2025, filed 29 Jan 2026.