MWM
IBDQ

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

Modern Wealth 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
-177,349
Closed -$4.47M – 868
2025
Q3 		$4.47M Buy
177,349
+17,676
+11% +$444K 0.09% 192
2025
Q2 		$4.02M Buy
159,673
+40,651
+34% +$1.02M 0.1% 184
2025
Q1 		$2.99M Buy
119,022
+34,673
+41% +$871K 0.1% 173
2024
Q4 		$2.11M Buy
84,349
+57,818
+218% +$1.45M 0.08% 175
2024
Q3 		$666K Buy
+26,531
New +$662K 0.04% 207

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

Modern Wealth Management's IBDQ Position: Q4 2025 in Review

Modern Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 177,349 shares — an estimated $4.47M sold.

Modern Wealth Management first reported a position in IBDQ in Q3 2024 and held it in 5 quarters. The position peaked at $4.47M in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Modern Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Modern Wealth Management sold 177,349 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $4.47M.
  • Modern Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2024 and held it in 5 quarters.
  • Modern Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $4.47M in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Modern Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.