MTM Financial Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

MTM Financial Group’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
2023 Q4	–	Sell	-15,322	Closed	-$343K	–	56
2023 Q3	$343K	Sell	15,322 -4,701	-23%	-$115K	0.29%	37
2023 Q2	$457K	Buy	20,023 +8,835	+79%	+$216K	0.39%	31
2023 Q1	$243K	Sell	11,188 -370	-3%	-$9.04K	0.21%	43
2022 Q4	$250K	Sell	11,558 -88	-0.8%	-$2.13K	0.22%	44
2022 Q3	$251K	Sell	11,646 -22,444	-66%	-$554K	0.23%	42
2022 Q2	$811K	Sell	34,090 -17,281	-34%	-$430K	0.71%	27
2022 Q1	$1.27M	Buy	+51,371	New	+$1.33M	1.33%	22

Other funds holding IBDQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MTM Financial Group's IBDQ Position: Q4 2023 in Review

MTM Financial Group sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2023, closing a stake of 15,322 shares — an estimated $343K sold.

MTM Financial Group first reported a position in IBDQ in Q1 2022 and held it in 7 quarters. The position peaked at $1.27M in Q1 2022. 325 funds tracked by Wall St. Rank hold IBDQ as of Q4 2023.

MTM Financial Group reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
MTM Financial Group sold 15,322 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2023, an estimated $343K.
MTM Financial Group first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2022 and held it in 7 quarters.
MTM Financial Group's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.27M in Q1 2022.
325 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2023.

Based on MTM Financial Group's 13F filing for Q4 2023, filed 23 Jun 2026.