MA
IBDQ

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

Mutual 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
-14,101
Closed -$355K – 1311
2025
Q3 		$355K Sell
14,101
-4,497
-24% -$113K 0.01% 1003
2025
Q2 		$468K Buy
18,598
+1,606
+9% +$40.3K 0.01% 813
2025
Q1 		$428K Buy
16,992
+899
+6% +$22.6K 0.01% 780
2024
Q4 		$404K Sell
16,093
-2,366
-13% -$59.3K 0.01% 784
2024
Q3 		$463K Sell
18,459
-756
-4% -$18.9K 0.01% 740
2024
Q2 		$479K Sell
19,215
-1,294
-6% -$32.1K 0.01% 718
2024
Q1 		$509K Buy
20,509
+2,605
+15% +$64.5K 0.02% 689
2023
Q4 		$443K Buy
17,904
+4,537
+34% +$111K 0.02% 692
2023
Q3 		$326K Sell
13,367
-1,157
-8% -$28.2K 0.01% 753
2023
Q2 		$354K Sell
14,524
-443
-3% -$10.8K 0.01% 749
2023
Q1 		$367K Buy
14,967
+904
+6% +$22.1K 0.02% 718
2022
Q4 		$342K Hold
14,063
– – 0.02% 704
2022
Q3 		$339K Buy
14,063
+149
+1% +$3.68K 0.02% 675
2022
Q2 		$344K Buy
+13,914
New +$346K 0.02% 636

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

Mutual Advisors's IBDQ Position: Q4 2025 in Review

Mutual Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 14,101 shares — an estimated $355K sold.

Mutual Advisors first reported a position in IBDQ in Q2 2022 and held it in 14 quarters. The position peaked at $509K in Q1 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Mutual Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Mutual Advisors sold 14,101 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $355K.
  • Mutual Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2022 and held it in 14 quarters.
  • Mutual Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $509K in Q1 2024.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Mutual Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.