One Plus One Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

One Plus One Wealth Management’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 Q3	–	Sell	-48,906	Closed	-$1.23M	–	98
2025 Q2	$1.23M	Buy	48,906 +33	+0.1%	+$829	0.67%	40
2025 Q1	$1.23M	Buy	48,873 +18,567	+61%	+$466K	0.67%	39
2024 Q4	$759K	Sell	30,306 -3,761	-11%	-$94.2K	0.45%	47
2024 Q3	$855K	Buy	34,067 +6,600	+24%	+$165K	0.51%	42
2024 Q2	$683K	Buy	+27,467	New	+$680K	0.39%	51

Other funds holding IBDQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

One Plus One Wealth Management's IBDQ Position: Q3 2025 in Review

One Plus One Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2025, closing a stake of 48,906 shares — an estimated $1.23M sold.

One Plus One Wealth Management first reported a position in IBDQ in Q2 2024 and held it in 5 quarters. The position peaked at $1.23M in Q2 2025. 361 funds tracked by Wall St. Rank hold IBDQ as of Q3 2025.

One Plus One Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
One Plus One Wealth Management sold 48,906 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2025, an estimated $1.23M.
One Plus One Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2024 and held it in 5 quarters.
One Plus One Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.23M in Q2 2025.
361 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2025.

Based on One Plus One Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.