Moneta Group Investment Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Moneta Group Investment 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 Q2	–	Sell	-8,457	Closed	-$213K	–	715
2025 Q1	$213K	Buy	+8,457	New	+$212K	﹤0.01%	616

Other funds holding IBDQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Moneta Group Investment Advisors's IBDQ Position: Q2 2025 in Review

Moneta Group Investment Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q2 2025, closing a stake of 8,457 shares — an estimated $213K sold.

Moneta Group Investment Advisors first reported a position in IBDQ in Q1 2025 and held it in 1 quarter. The position peaked at $213K in Q1 2025. 392 funds tracked by Wall St. Rank hold IBDQ as of Q2 2025.

Moneta Group Investment Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
Moneta Group Investment Advisors sold 8,457 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2025, an estimated $213K.
Moneta Group Investment Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2025 and held it in 1 quarter.
Moneta Group Investment Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $213K in Q1 2025.
392 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.