MA
IBDQ

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

MONECO 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
-197,873
Closed -$4.98M – 519
2025
Q3 		$4.98M Sell
197,873
-3,356
-2% -$84.4K 0.42% 47
2025
Q2 		$5.07M Buy
201,229
+5,783
+3% +$145K 0.47% 40
2025
Q1 		$4.92M Buy
195,446
+14,572
+8% +$366K 0.51% 35
2024
Q4 		$4.53M Buy
180,874
+13,934
+8% +$349K 0.48% 42
2024
Q3 		$4.19M Buy
166,940
+57,035
+52% +$1.42M 0.52% 49
2024
Q2 		$2.73M Buy
109,905
+8,769
+9% +$217K 0.4% 68
2024
Q1 		$2.51M Buy
101,136
+28,004
+38% +$694K 0.4% 68
2023
Q4 		$1.81M Buy
73,132
+25,566
+54% +$626K 0.35% 75
2023
Q3 		$1.16M Buy
47,566
+578
+1% +$14.1K 0.31% 77
2023
Q2 		$1.15M Buy
46,988
+4,521
+11% +$111K 0.31% 81
2023
Q1 		$1.04M Buy
+42,467
New +$1.04M 0.31% 86

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

MONECO Advisors's IBDQ Position: Q4 2025 in Review

MONECO Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 197,873 shares — an estimated $4.98M sold.

MONECO Advisors first reported a position in IBDQ in Q1 2023 and held it in 11 quarters. The position peaked at $5.07M in Q2 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • MONECO Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • MONECO Advisors sold 197,873 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $4.98M.
  • MONECO Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2023 and held it in 11 quarters.
  • MONECO Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $5.07M in Q2 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on MONECO Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.