Physician Wealth Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Physician Wealth 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	-14,552	Closed	-$367K	–	2090
2025 Q3	$367K	Hold	14,552	–	–	0.05%	130
2025 Q2	$366K	Buy	14,552 +6,111	+72%	+$153K	0.06%	125
2025 Q1	$212K	Buy	8,441 +2,637	+45%	+$66.2K	0.04%	171
2024 Q4	$145K	Buy	+5,804	New	+$145K	0.02%	211

Other funds holding IBDQ

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Physician Wealth Advisors's IBDQ Position: Q4 2025 in Review

Physician Wealth Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 14,552 shares — an estimated $367K sold.

Physician Wealth Advisors first reported a position in IBDQ in Q4 2024 and held it in 4 quarters. The position peaked at $367K in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Physician Wealth Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Physician Wealth Advisors sold 14,552 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $367K.
Physician Wealth Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2024 and held it in 4 quarters.
Physician Wealth Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $367K in Q3 2025.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.