M
IBDQ

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

MOTCO’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
-970
Closed -$24.4K – 640
2025
Q3 		$24.4K Hold
970
– – ﹤0.01% 392
2025
Q2 		$24.4K Hold
970
– – ﹤0.01% 366
2025
Q1 		$24.4K Hold
970
– – ﹤0.01% 344
2024
Q4 		$24.3K Hold
970
– – ﹤0.01% 334
2024
Q3 		$24.3K Hold
970
– – ﹤0.01% 394
2024
Q2 		$24.1K Hold
970
– – ﹤0.01% 482
2024
Q1 		$24.1K Hold
970
– – ﹤0.01% 458
2023
Q4 		$24K Hold
970
– – ﹤0.01% 425
2023
Q3 		$23.6K Hold
970
– – ﹤0.01% 431
2023
Q2 		$23.6K Hold
970
– – ﹤0.01% 432
2023
Q1 		$23.8K Hold
970
– – ﹤0.01% 402
2022
Q4 		$23.6K Hold
970
– – ﹤0.01% 415
2022
Q3 		$23K Hold
970
– – ﹤0.01% 433
2022
Q2 		$24K Hold
970
– – ﹤0.01% 416
2022
Q1 		$24K Sell
970
-1,063
-52% -$27.4K ﹤0.01% 412
2021
Q4 		$54K Sell
2,033
-945
-32% -$25.1K ﹤0.01% 349
2021
Q3 		$80K Hold
2,978
– – 0.01% 307
2021
Q2 		$80K Hold
2,978
– – 0.01% 313
2021
Q1 		$80K Hold
2,978
– – 0.01% 299
2020
Q4 		$82K Buy
+2,978
New +$81K 0.01% 310

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

MOTCO's IBDQ Position: Q4 2025 in Review

MOTCO sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 970 shares — an estimated $24.4K sold.

MOTCO first reported a position in IBDQ in Q4 2020 and held it in 20 quarters. The position peaked at $82K in Q4 2020. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • MOTCO reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • MOTCO sold 970 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $24.4K.
  • MOTCO first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2020 and held it in 20 quarters.
  • MOTCO's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $82K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on MOTCO's 13F filing for Q4 2025, filed 6 Feb 2026.