PIMG
IBDQ

Patriot Investment Management Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Patriot Investment Management Group’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
-29,438
Closed -$742K – 246
2025
Q3 		$742K Hold
29,438
– – 0.05% 132
2025
Q2 		$741K Hold
29,438
– – 0.05% 131
2025
Q1 		$740K Buy
29,438
+1,420
+5% +$35.7K 0.06% 126
2024
Q4 		$702K Buy
28,018
+7,785
+38% +$195K 0.05% 128
2024
Q3 		$508K Buy
20,233
+995
+5% +$24.8K 0.04% 159
2024
Q2 		$478K Sell
19,238
-3,050
-14% -$75.6K 0.04% 162
2024
Q1 		$553K Hold
22,288
– – 0.04% 153
2023
Q4 		$552K Buy
22,288
+4,988
+29% +$122K 0.05% 149
2023
Q3 		$422K Hold
17,300
– – 0.04% 167
2023
Q2 		$422K Hold
17,300
– – 0.04% 176
2023
Q1 		$424K Buy
17,300
+450
+3% +$11K 0.04% 179
2022
Q4 		$414K Hold
16,850
– – 0.04% 179
2022
Q3 		$406K Buy
+16,850
New +$416K 0.04% 169
2020
Q3 		– Sell
-4,975
Closed -$134K – 393
2020
Q2 		$134K Buy
+4,975
New +$131K 0.02% 239

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

Patriot Investment Management Group's IBDQ Position: Q4 2025 in Review

Patriot Investment Management Group sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 29,438 shares — an estimated $742K sold.

Patriot Investment Management Group first reported a position in IBDQ in Q2 2020 and held it in 14 quarters. The position peaked at $742K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Patriot Investment Management Group reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Patriot Investment Management Group sold 29,438 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $742K.
  • Patriot Investment Management Group first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2020 and held it in 14 quarters.
  • Patriot Investment Management Group's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $742K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Patriot Investment Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.