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

MKT 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 Q3	–	Sell	-9,451	Closed	-$237K	–	170
2025 Q2	$237K	Buy	9,451 +6	+0.1%	+$151	0.09%	143
2025 Q1	$237K	Sell	9,445 -862	-8%	-$21.6K	0.11%	126
2024 Q4	$259K	Sell	10,307 -1,385	-12%	-$34.7K	0.11%	121
2024 Q3	$293K	Sell	11,692 -2,555	-18%	-$63.8K	0.14%	114
2024 Q2	$354K	Sell	14,247 -583	-4%	-$14.4K	0.18%	92
2024 Q1	$366K	Buy	14,830 +28	+0.2%	+$693	0.2%	89
2023 Q4	$366K	Buy	14,802 +4,984	+51%	+$122K	0.24%	89
2023 Q3	$239K	Buy	+9,818	New	+$239K	0.18%	111

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

MKT Advisors's IBDQ Position: Q3 2025 in Review

MKT Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2025, closing a stake of 9,451 shares — an estimated $237K sold.

MKT Advisors first reported a position in IBDQ in Q3 2023 and held it in 8 quarters. The position peaked at $366K in Q1 2024. 361 funds tracked by Wall St. Rank hold IBDQ as of Q3 2025.

MKT Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
MKT Advisors sold 9,451 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2025, an estimated $237K.
MKT Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2023 and held it in 8 quarters.
MKT Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $366K in Q1 2024.
361 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2025.

Based on MKT Advisors's 13F filing for Q3 2025, filed 17 Oct 2025.