Mosaic Family Wealth Partners’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Mosaic Family Wealth Partners’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	-78,491	Closed	-$1.98M	–	248
2025 Q3	$1.98M	Buy	78,491 +34,072	+77%	+$856K	0.23%	49
2025 Q2	$1.12M	Buy	+44,419	New	+$1.12M	0.14%	74

Other funds holding IBDQ

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Mosaic Family Wealth Partners's IBDQ Position: Q4 2025 in Review

Mosaic Family Wealth Partners sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 78,491 shares — an estimated $1.98M sold.

Mosaic Family Wealth Partners first reported a position in IBDQ in Q2 2025 and held it in 2 quarters. The position peaked at $1.98M in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Mosaic Family Wealth Partners reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Mosaic Family Wealth Partners sold 78,491 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $1.98M.
Mosaic Family Wealth Partners first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2025 and held it in 2 quarters.
Mosaic Family Wealth Partners's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.98M in Q3 2025.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Mosaic Family Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.