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IBDQ

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

NewEdge 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
-838,905
Closed -$21.1M – 4299
2025
Q3 		$21.1M Sell
838,905
-71,244
-8% -$1.79M 0.1% 217
2025
Q2 		$22.9M Sell
910,149
-121,676
-12% -$3.06M 0.12% 177
2025
Q1 		$26M Sell
1,031,825
-43,336
-4% -$1.09M 0.15% 135
2024
Q4 		$26.9M Buy
1,075,161
+71,568
+7% +$1.79M 0.16% 129
2024
Q3 		$25.2M Sell
1,003,593
-486,176
-33% -$12.1M 0.16% 134
2024
Q2 		$37M Sell
1,489,769
-57,650
-4% -$1.43M 0.27% 81
2024
Q1 		$38.4M Sell
1,547,419
-921,760
-37% -$22.8M 0.33% 59
2023
Q4 		$61.2M Sell
2,469,179
-377,742
-13% -$9.25M 0.58% 23
2023
Q3 		$69.4M Buy
2,846,921
+443,925
+18% +$10.8M 0.76% 14
2023
Q2 		$58.6M Buy
2,402,996
+599,867
+33% +$14.7M 0.66% 16
2023
Q1 		$44.2M Buy
1,803,129
+838,532
+87% +$20.5M 0.55% 34
2022
Q4 		$12.3M Buy
964,597
+763,281
+379% +$18.5M 0.33% 62
2022
Q3 		$4.86M Buy
201,316
+164,665
+449% +$4.06M 0.08% 242
2022
Q2 		$906K Buy
+36,651
New +$912K 0.02% 720

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

NewEdge Advisors's IBDQ Position: Q4 2025 in Review

NewEdge Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 838,905 shares — an estimated $21.1M sold.

NewEdge Advisors first reported a position in IBDQ in Q2 2022 and held it in 14 quarters. The position peaked at $69.4M in Q3 2023. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • NewEdge Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • NewEdge Advisors sold 838,905 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $21.1M.
  • NewEdge Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2022 and held it in 14 quarters.
  • NewEdge Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $69.4M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.