Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Paradigm Strategies in 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	-42,500	Closed	-$1.07M	–	55
2025 Q2	$1.07M	Sell	42,500 -14,114	-25%	-$355K	0.7%	23
2025 Q1	$1.42M	Sell	56,614 -8,786	-13%	-$221K	0.96%	20
2024 Q4	$1.64M	Buy	+65,400	New	+$1.64M	1.08%	19
2024 Q3	–	Sell	-76,870	Closed	-$1.92M	–	16
2024 Q2	$1.91M	Buy	76,870 +1,780	+2%	+$44.1K	1.17%	14
2024 Q1	$1.86M	Sell	75,090 -5,483	-7%	-$136K	1.15%	15
2023 Q4	$1.99M	Buy	80,573 +5,310	+7%	+$130K	1.31%	14
2023 Q3	$1.83M	Buy	75,263 +62,841	+506%	+$1.53M	1.17%	16
2023 Q2	$303K	Buy	12,422 +3,920	+46%	+$96K	0.2%	34
2023 Q1	$209K	Buy	+8,502	New	+$208K	0.16%	42
2021 Q3	–	Sell	-7,747	Closed	-$209K	–	118
2021 Q2	$209K	Hold	7,747	–	–	0.19%	43
2021 Q1	$208K	Buy	+7,747	New	+$210K	0.2%	42

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 $79.5B AUM 27.1% 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

Paradigm Strategies in Wealth Management's IBDQ Position: Q3 2025 in Review

Paradigm Strategies in Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2025, closing a stake of 42,500 shares — an estimated $1.07M sold.

Paradigm Strategies in Wealth Management first reported a position in IBDQ in Q1 2021 and held it in 11 quarters. The position peaked at $1.99M in Q4 2023. 361 funds tracked by Wall St. Rank hold IBDQ as of Q3 2025.

Paradigm Strategies in Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
Paradigm Strategies in Wealth Management sold 42,500 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2025, an estimated $1.07M.
Paradigm Strategies in Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2021 and held it in 11 quarters.
Paradigm Strategies in Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.99M in Q4 2023.
361 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2025.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.