MCM
IBDQ

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

Mattern 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
-17,625
Closed -$444K – 173
2025
Q3 		$444K Buy
17,625
+210
+1% +$5.28K 0.05% 142
2025
Q2 		$439K Buy
17,415
+335
+2% +$8.41K 0.05% 142
2025
Q1 		$430K Buy
17,080
+67
+0.4% +$1.68K 0.05% 137
2024
Q4 		$426K Hold
17,013
– – 0.06% 129
2024
Q3 		$427K Buy
17,013
+7,646
+82% +$191K 0.05% 127
2024
Q2 		$233K Buy
9,367
+165
+2% +$4.09K 0.03% 154
2024
Q1 		$228K Buy
+9,202
New +$228K 0.03% 152

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

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

Mattern Capital Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 17,625 shares — an estimated $444K sold.

Mattern Capital Management first reported a position in IBDQ in Q1 2024 and held it in 7 quarters. The position peaked at $444K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Mattern Capital Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Mattern Capital Management sold 17,625 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $444K.
  • Mattern Capital Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2024 and held it in 7 quarters.
  • Mattern Capital Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $444K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

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