Masso Torrence Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Masso Torrence Wealth 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 Q3	$1.19M	Hold	47,364	–	–	0.5%	37
2025 Q2	$1.19M	Sell	47,364 -1,275	-3%	-$32K	0.55%	36
2025 Q1	$1.22M	Sell	48,639 -24,898	-34%	-$625K	0.65%	31
2024 Q4	$1.84M	Buy	73,537 +4,030	+6%	+$101K	0.97%	25
2024 Q3	$1.74M	Sell	69,507 -7,259	-9%	-$181K	0.94%	25
2024 Q2	$1.91M	Sell	76,766 -1,977	-3%	-$49K	1.06%	22
2024 Q1	$1.95M	Buy	78,743 +10,624	+16%	+$263K	1.16%	22
2023 Q4	$1.69M	Buy	68,119 +12,642	+23%	+$310K	1.15%	23
2023 Q3	$1.35M	Buy	55,477 +2,031	+4%	+$49.5K	1.04%	29
2023 Q2	$1.3M	Buy	53,446 +2,784	+5%	+$68.2K	0.94%	32
2023 Q1	$1.24M	Buy	50,662 +6,109	+14%	+$149K	0.98%	30
2022 Q4	$1.08M	Buy	+44,553	New	+$1.08M	0.86%	34

Other funds holding IBDQ

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 Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Masso Torrence Wealth Management's IBDQ Position: Q3 2025 in Review

Masso Torrence Wealth Management held its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) position steady in Q3 2025 at 47,364 shares worth $1.19M. The position accounts for 0.5% of the portfolio, ranked #37.

Masso Torrence Wealth Management first reported a position in IBDQ in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.95M in Q1 2024. 361 funds tracked by Wall St. Rank hold IBDQ as of Q3 2025.

Masso Torrence Wealth Management held 47,364 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $1.19M as of Q3 2025.
Masso Torrence Wealth Management left its iShares iBonds Dec 2025 Term Corporate ETF share count unchanged in Q3 2025.
iShares iBonds Dec 2025 Term Corporate ETF made up 0.5% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #37 holding.
Masso Torrence Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2022 and has held it in 12 quarters since.
Masso Torrence Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.95M in Q1 2024.
361 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.