OHWP
IBDQ

Oak Harbor Wealth Partners’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Oak Harbor Wealth Partners’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
-7,133
Closed -$180K – 285
2025
Q3 		$180K Sell
7,133
-175
-2% -$4.4K 0.04% 198
2025
Q2 		$184K Buy
7,308
+821
+13% +$20.6K 0.05% 193
2025
Q1 		$163K Buy
6,487
+826
+15% +$20.7K 0.05% 198
2024
Q4 		$142K Buy
5,661
+6
+0.1% +$150 0.04% 175
2024
Q3 		$142K Sell
5,655
-788
-12% -$19.7K 0.04% 170
2024
Q2 		$160K Buy
6,443
+558
+9% +$13.8K 0.05% 166
2024
Q1 		$146K Buy
5,885
+6
+0.1% +$149 0.05% 172
2023
Q4 		$146K Sell
5,879
-1,988
-25% -$48.7K 0.05% 168
2023
Q3 		$192K Buy
7,867
+9
+0.1% +$220 0.07% 165
2023
Q2 		$192K Buy
7,858
+8
+0.1% +$196 0.07% 169
2023
Q1 		$193K Buy
7,850
+5
+0.1% +$122 0.07% 165
2022
Q4 		$191K Buy
7,845
+92
+1% +$2.23K 0.07% 159
2022
Q3 		$187K Buy
7,753
+5
+0.1% +$123 0.07% 148
2022
Q2 		$191K Buy
7,748
+1,492
+24% +$37.1K 0.08% 149
2022
Q1 		$158K Buy
6,256
+1,375
+28% +$35.5K 0.05% 169
2021
Q4 		$129K Buy
+4,881
New +$130K 0.04% 181

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

Oak Harbor Wealth Partners's IBDQ Position: Q4 2025 in Review

Oak Harbor Wealth Partners sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 7,133 shares — an estimated $180K sold.

Oak Harbor Wealth Partners first reported a position in IBDQ in Q4 2021 and held it in 16 quarters. The position peaked at $193K in Q1 2023. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Oak Harbor Wealth Partners reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 7,133 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $180K.
  • Oak Harbor Wealth Partners first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2021 and held it in 16 quarters.
  • Oak Harbor Wealth Partners's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $193K in Q1 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Oak Harbor Wealth Partners's 13F filing for Q4 2025, filed 2 Feb 2026.