R
IBDQ

Rebalance’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Rebalance’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
-679,446
Closed -$17.1M – 107
2025
Q3 		$17.1M Buy
679,446
+243,134
+56% +$6.11M 1.03% 13
2025
Q2 		$11M Buy
436,312
+6,989
+2% +$176K 0.75% 16
2025
Q1 		$10.8M Buy
429,323
+94,318
+28% +$2.37M 0.8% 15
2024
Q4 		$8.39M Buy
335,005
+314,887
+1,565% +$7.89M 0.63% 17
2024
Q3 		$505K Buy
+20,118
New +$502K 0.04% 70

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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