OIA
IBDQ

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

OneDigital Investment 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
-38,268
Closed -$964K – 1548
2025
Q3 		$964K Sell
38,268
-16,965
-31% -$426K 0.01% 665
2025
Q2 		$1.39M Buy
55,233
+762
+1% +$19.1K 0.02% 539
2025
Q1 		$1.37M Buy
54,471
+1,846
+4% +$46.4K 0.02% 516
2024
Q4 		$1.32M Sell
52,625
-120,195
-70% -$3.01M 0.02% 544
2024
Q3 		$4.34M Sell
172,820
-12,450
-7% -$311K 0.05% 268
2024
Q2 		$4.61M Buy
+185,270
New +$4.59M 0.06% 248

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

OneDigital Investment Advisors's IBDQ Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 38,268 shares — an estimated $964K sold.

OneDigital Investment Advisors first reported a position in IBDQ in Q2 2024 and held it in 6 quarters. The position peaked at $4.61M in Q2 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • OneDigital Investment Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 38,268 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $964K.
  • OneDigital Investment Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2024 and held it in 6 quarters.
  • OneDigital Investment Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $4.61M in Q2 2024.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

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