MFG
IBDQ

Merit Financial Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Merit Financial Group’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
-274,945
Closed -$6.93M – 1985
2025
Q3 		$6.93M Buy
274,945
+11,391
+4% +$286K 0.06% 233
2025
Q2 		$6.64M Buy
263,554
+224,550
+576% +$5.64M 0.07% 207
2025
Q1 		$981K Sell
39,004
-3,410
-8% -$85.6K 0.01% 662
2024
Q4 		$1.06M Buy
42,414
+26,117
+160% +$654K 0.02% 490
2024
Q3 		$409K Buy
16,297
+7,077
+77% +$177K 0.01% 604
2024
Q2 		$229K Buy
+9,220
New +$228K 0.01% 820

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

Merit Financial Group's IBDQ Position: Q4 2025 in Review

Merit Financial Group sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 274,945 shares — an estimated $6.93M sold.

Merit Financial Group first reported a position in IBDQ in Q2 2024 and held it in 6 quarters. The position peaked at $6.93M in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Merit Financial Group reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Merit Financial Group sold 274,945 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $6.93M.
  • Merit Financial Group first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2024 and held it in 6 quarters.
  • Merit Financial Group's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $6.93M in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Merit Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.