MWA
IBDQ

Medallion Wealth Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Medallion Wealth Advisors’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
-740
Closed -$18.6K – 1129
2025
Q3 		$18.6K Hold
740
– – 0.01% 642
2025
Q2 		$18.6K Hold
740
– – 0.01% 632
2025
Q1 		$18.6K Hold
740
– – 0.01% 584
2024
Q4 		$18.5K Buy
+740
New +$18.5K 0.01% 567

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

Medallion Wealth Advisors's IBDQ Position: Q4 2025 in Review

Medallion Wealth Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 740 shares — an estimated $18.6K sold.

Medallion Wealth Advisors first reported a position in IBDQ in Q4 2024 and held it in 4 quarters. The position peaked at $18.6K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Medallion Wealth Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 740 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $18.6K.
  • Medallion Wealth Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2024 and held it in 4 quarters.
  • Medallion Wealth Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $18.6K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Medallion Wealth Advisors's 13F filing for Q4 2025, filed 24 Apr 2026.