NEPWA
IBDQ

New England Private Wealth Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

New England Private Wealth 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
-183,663
Closed -$4.63M – 184
2025
Q3 		$4.63M Buy
183,663
+402
+0.2% +$10.1K 0.61% 45
2025
Q2 		$4.61M Sell
183,261
-77,201
-30% -$1.94M 0.67% 41
2025
Q1 		$6.55M Sell
260,462
-22,381
-8% -$562K 1.01% 30
2024
Q4 		$7.09M Buy
282,843
+57,486
+26% +$1.44M 1.12% 29
2024
Q3 		$5.66M Buy
225,357
+7,350
+3% +$183K 0.91% 32
2024
Q2 		$5.42M Buy
218,007
+4,935
+2% +$122K 0.95% 33
2024
Q1 		$5.27M Buy
+213,072
New +$5.28M 0.93% 33
2023
Q4 		– Hold
0
– – – 34
2023
Q3 		– Sell
-22,813
Closed -$556K – 47
2023
Q2 		$556K Buy
22,813
+179
+0.8% +$4.38K 0.11% 79
2023
Q1 		$555K Buy
+22,634
New +$553K 0.11% 75

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

New England Private Wealth Advisors's IBDQ Position: Q4 2025 in Review

New England Private Wealth Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 183,663 shares — an estimated $4.63M sold.

New England Private Wealth Advisors first reported a position in IBDQ in Q1 2023 and held it in 9 quarters. The position peaked at $7.09M in Q4 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • New England Private Wealth Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • New England Private Wealth Advisors sold 183,663 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $4.63M.
  • New England Private Wealth Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2023 and held it in 9 quarters.
  • New England Private Wealth Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $7.09M in Q4 2024.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on New England Private Wealth Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.