OAJ
IBDQ

Ogorek Anthony Joseph’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Ogorek Anthony Joseph’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
-719
Closed -$18K – 664
2025
Q3 		$18K Buy
719
+7
+1% +$176 0.01% 307
2025
Q2 		$17K Sell
712
-20
-3% -$502 0.01% 303
2025
Q1 		$18K Sell
732
-791
-52% -$19.9K 0.01% 288
2024
Q4 		$38K Buy
1,523
+13
+0.9% +$326 0.01% 132
2024
Q3 		$37K Sell
1,510
-173,083
-99% -$4.32M 0.01% 127
2024
Q2 		$4.34M Buy
174,593
+789
+0.5% +$19.5K 1.51% 19
2024
Q1 		$4.31M Buy
173,804
+1,295
+0.8% +$32.1K 1.5% 19
2023
Q4 		$4.27M Buy
172,509
+6,918
+4% +$169K 1.55% 20
2023
Q3 		$4.04M Buy
165,591
+3,051
+2% +$74.4K 1.59% 21
2023
Q2 		$3.96M Buy
162,540
+91,150
+128% +$2.23M 1.52% 22
2023
Q1 		$1.75M Buy
+71,390
New +$1.74M 0.72% 38

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

Ogorek Anthony Joseph's IBDQ Position: Q4 2025 in Review

Ogorek Anthony Joseph sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 719 shares — an estimated $18K sold.

Ogorek Anthony Joseph first reported a position in IBDQ in Q1 2023 and held it in 11 quarters. The position peaked at $4.34M in Q2 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Ogorek Anthony Joseph reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Ogorek Anthony Joseph sold 719 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $18K.
  • Ogorek Anthony Joseph first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2023 and held it in 11 quarters.
  • Ogorek Anthony Joseph's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $4.34M in Q2 2024.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Ogorek Anthony Joseph's 13F filing for Q4 2025, filed 23 Jan 2026.