MW
IBDQ

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

Members Wealth’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
Q1 		$2.93M Buy
116,676
+10,914
+10% +$274K 2.21% 11
2024
Q4 		$2.65M Buy
+105,762
New +$2.65M 1.98% 13
2024
Q2 		$3.04M Buy
+121,158
New +$3M 2.04% 12

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Members Wealth's IBDQ Position: Q1 2025 in Review

Members Wealth increased its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 10% in Q1 2025, buying an estimated $274K and bringing the position to 116,676 shares worth $2.93M. The position accounts for 2.21% of the portfolio, ranked #11.

Members Wealth first reported a position in IBDQ in Q2 2024 and has held it in 3 quarters since. The position peaked at $3.04M in Q2 2024. 397 funds tracked by Wall St. Rank hold IBDQ as of Q1 2025.

  • Members Wealth held 116,676 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $2.93M as of Q1 2025.
  • Members Wealth bought 10,914 iShares iBonds Dec 2025 Term Corporate ETF shares in Q1 2025, an estimated $274K.
  • iShares iBonds Dec 2025 Term Corporate ETF made up 2.21% of Members Wealth's portfolio in Q1 2025, its #11 holding.
  • Members Wealth first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2024 and has held it in 3 quarters since.
  • Members Wealth's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $3.04M in Q2 2024.
  • 397 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q1 2025.

Based on Members Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.